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 | 2.3% | 1.32% |
6 Month | -3.05% | -1.34% |
1 Year | 8.3% | 7.92% |
3 Year | 19.98% | 19.85% |
5 Year | 18.18% | 22.21% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 6.07% | 5.24% |
1 Year | 6.85% | 5.62% |
3 Year | 18.16% | 16.75% |
5 Year | 16.02% | 17.17% |
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 | 11.275% | 9.01% |
Sharp | 0.598% | 1.15% |
Beta | 1.095% | 1.05% |
Alpha | 2.142% | 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 | 34.01 | 31.3 |
Large Cap | 33.49 | 44.79 |
Small Cap | 11.63 | 10.46 |
Mid Cap | 20.87 | 13.35 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.65 | 31.3 |
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 | - | 4.27 |
Petroleum Products | - | 2.98 |
IT - Software | - | 6.07 |
Cement & Cement Products | - | 0.33 |
Transport Services | - | 2.69 |
Construction | - | 1.77 |
Chemicals & Petrochemicals | - | 0.72 |
Textiles & Apparels | - | 1.53 |
Pharmaceuticals & Biotechnology | - | 3.99 |
Banks | - | 17.16 |
Insurance | - | 1.91 |
Automobiles | - | 3.93 |
Diversified FMCG | - | 3.02 |
Fertilizers & Agrochemicals | - | 0.81 |
Diversified Metals | - | 1.93 |
Realty | - | 1.28 |
Oil | - | 2.28 |
Personal Products | - | 1.25 |
Capital Markets | - | 1.35 |
Consumer Durables | - | 0.65 |
Other Consumer Services | - | 0.65 |
Industrial Products | - | 0.28 |
Auto Components | - | 0.66 |
Minerals & Mining | - | 0.71 |
Finance | - | 2.7 |
Entertainment | - | 0.44 |
Power | - | 1.72 |
Paper, Forest & Jute Products | - | 0.66 |
Retailing | - | 0.24 |
Leisure Services | - | 0.62 |
Top Comparisons
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns26.96%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns28.1%
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns7.93%
Edelweiss Government Securities Fund - Regular Plan - Growth Option
3Y Returns7.84%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns25.74%
Axis ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns17.51%
Kotak Consumption Fund - Regular (G)
3Y Returns0%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
3Y Returns21.53%