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) | ₹704 Cr | ₹6254 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 | 1.93% | 2.31% |
6 Month | -0.44% | 2.3% |
1 Year | 7.23% | 6.91% |
3 Year | 20.64% | 20.26% |
5 Year | 17.96% | 21.72% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 8.07% | 7.07% |
1 Year | 10.65% | 9.65% |
3 Year | 19.43% | 18.22% |
5 Year | 16.77% | 18.01% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 12.22% | 13.56% |
3 Year | 13.76% | 12.62% |
5 Year | 13.68% | 11.76% |
Risk Management
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.25% | 9.01% |
Sharp | 0.99% | 1.15% |
Beta | 1.09% | 1.05% |
Alpha | 2.72% | 3.88% |
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 | 37.56 | 33.26 |
Large Cap | 38.98 | 42.54 |
Small Cap | 9.39 | 10.94 |
Mid Cap | 14.06 | 13.26 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 35.01 | 31.55 |
Communication Services | 2.77 | 4.93 |
Technology | 7.24 | 6.34 |
Healthcare | 3.71 | 4.26 |
Consumer Cyclical | 11.8 | 7.34 |
Utilities | 2.61 | 1.59 |
Real Estate | 2.44 | 0.78 |
Financial Services | 18.8 | 22.79 |
Basic Materials | 3.68 | 5.36 |
Industrials | 10.01 | 5.04 |
Consumer Defensive | 1.93 | 4.57 |
Energy | - | 5.45 |
Top Comparisons
Mirae Asset Midcap Fund - Regular Plan-Growth Option
3Y Returns24.41%
Quant Mid Cap Fund-Growth
3Y Returns25.53%
ICICI Prudential Liquid Fund - Growth
3Y Returns6.93%
Mahindra Manulife Liquid Fund - Regular Plan - Growth
3Y Returns6.97%
Bandhan Banking & PSU Fund - Regular Growth
3Y Returns7.28%
HSBC Banking and PSU Debt Fund - Regular Growth
3Y Returns7.25%
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns8.16%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns7.32%