UTI Aggressive Hybrid Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Fund | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹596 Cr | ₹5956 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Jun 2018 | 25 Mar 2000 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 146% | 27% |
Expense Ratio | 2.37 | 1.89 |
Manager | Krishna Venkat Cheemalapati | V Srivatsa |
ISIN Code | INF205K011Q3 | INF789F01323 |
Exits Load | Invesco India Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Month | 3.21% | 3.17% |
6 Month | 1.23% | 3.08% |
1 Year | 11.99% | 12.06% |
3 Year | 18.6% | 18.91% |
5 Year | 19.32% | 23.91% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 4.35% | 4.82% |
1 Year | 6.26% | 6.89% |
3 Year | 18.82% | 18.06% |
5 Year | 16.34% | 18.02% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 12.34% | 13.82% |
3 Year | 13.64% | 12.4% |
5 Year | 13.46% | 11.66% |
Risk Management
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.275% | 9.01% |
Sharp | 0.598% | 1.01% |
Beta | 1.095% | 1.05% |
Alpha | 2.142% | 4.08% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Name | Krishna Venkat Cheemalapati | V Srivatsa |
Total AUM | ₹24743 Cr | ₹7921 Cr |
Funds Managed | 19 | 3 |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 34.01 | 30.52 |
Large Cap | 33.49 | 45.41 |
Small Cap | 11.63 | 10.35 |
Mid Cap | 20.87 | 13.58 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.65 | 30.52 |
Communication Services | 2.05 | - |
Technology | 9.64 | - |
Healthcare | 3.95 | - |
Financial Services | 14.65 | - |
Consumer Cyclical | 12.6 | - |
Utilities | 3.2 | - |
Real Estate | 3.13 | - |
Basic Materials | 5.51 | - |
Industrials | 11.01 | - |
Consumer Defensive | 1.63 | - |
Telecom - Services | - | 3.98 |
Petroleum Products | - | 2.45 |
IT - Software | - | 6.17 |
Cement & Cement Products | - | 0.63 |
Transport Services | - | 2.79 |
Construction | - | 1.87 |
Textiles & Apparels | - | 1.44 |
Pharmaceuticals & Biotechnology | - | 4.26 |
Banks | - | 17.2 |
Insurance | - | 1.8 |
Automobiles | - | 4.51 |
Diversified FMCG | - | 3.01 |
Fertilizers & Agrochemicals | - | 1.08 |
Diversified Metals | - | 2.29 |
Realty | - | 1.31 |
Oil | - | 1.57 |
Ferrous Metals | - | 0.53 |
Personal Products | - | 1.13 |
Capital Markets | - | 1.23 |
Consumer Durables | - | 0.7 |
Other Consumer Services | - | 0.67 |
Industrial Products | - | 0.3 |
Auto Components | - | 0.62 |
Chemicals & Petrochemicals | - | 0.53 |
Minerals & Mining | - | 0.78 |
Finance | - | 2.87 |
Entertainment | - | 0.44 |
Power | - | 1.68 |
Paper, Forest & Jute Products | - | 0.68 |
Retailing | - | 0.23 |
Leisure Services | - | 0.59 |
Top Comparisons
HDFC Money Market Fund - Growth Option
3Y Returns7.3%
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.38%
Tata Small Cap Fund Regular Growth
3Y Returns23.69%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns18.49%
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns7.78%
PGIM India Corporate Bond Fund - Growth
3Y Returns7.13%
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
3Y Returns7.95%
LIC MF Bond Fund-Regular Plan-Growth
3Y Returns8.43%