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) | ₹832 Cr | ₹6718 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 | -0.89% | 0.15% |
| 6 Month | -0.91% | 2.54% |
| 1 Year | -0.29% | 6.06% |
| 3 Year | 16.2% | 17.06% |
| 5 Year | 13.49% | 17.31% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.36% | 3.39% |
| 1 Year | 5.69% | 11.96% |
| 3 Year | 12.61% | 13.93% |
| 5 Year | 13.14% | 14.96% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.32% | 13.65% |
| 3 Year | 14.23% | 13.36% |
| 5 Year | 14.77% | 12.19% |
Risk Management
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 10.48% | 9.01% |
| Sharp | 0.81% | 1.04% |
| Beta | 1.13% | 1.11% |
| Alpha | 2.06% | 3.43% |
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 | 37.58 | 32.56 |
| Large Cap | 43.73 | 45.25 |
| Small Cap | 7.3 | 10.35 |
| Mid Cap | 11.39 | 11.84 |
Sector Allocation
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 31.42 | 27.04 |
| Communication Services | 2.46 | 4.33 |
| Technology | 10.31 | 8.04 |
| Healthcare | 3.12 | 4.25 |
| Consumer Cyclical | 11.99 | 7.64 |
| Consumer Defensive | 5.75 | 5.07 |
| Utilities | 1.97 | 1.46 |
| Real Estate | 3.04 | 2.71 |
| Financial Services | 21.83 | 21.59 |
| Industrials | 5.44 | 6.73 |
| Basic Materials | 2.67 | 4.97 |
| Energy | - | 6.16 |
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