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) | ₹769 Cr | ₹6302 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% | 1.82% |
6 Month | 12.39% | 10.69% |
1 Year | 0.27% | -0.55% |
3 Year | 16.39% | 16.29% |
5 Year | 15.88% | 19.57% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 2.27% | 1.86% |
1 Year | 6.63% | 6.48% |
3 Year | 15.82% | 14.51% |
5 Year | 14.65% | 15.39% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 12.01% | 13.42% |
3 Year | 13.91% | 12.7% |
5 Year | 14.1% | 11.82% |
Risk Management
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 10.61% | 9.01% |
Sharp | 0.80% | 0.95% |
Beta | 1.11% | 0.13% |
Alpha | 2.94% | 8.31% |
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 | 38.7 | 34.61 |
Large Cap | 39.33 | 43.3 |
Small Cap | 7.97 | 10.33 |
Mid Cap | 14 | 11.75 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 34.74 | 30.14 |
Communication Services | 2.53 | 4.39 |
Technology | 7.48 | 7.37 |
Healthcare | 3.42 | 4.83 |
Consumer Cyclical | 11.34 | 7.27 |
Utilities | 2.21 | 1.58 |
Real Estate | 2.4 | 2.67 |
Financial Services | 19.54 | 22.17 |
Basic Materials | 3.63 | 4.84 |
Industrials | 10.94 | 5.24 |
Consumer Defensive | 1.76 | 4.84 |
Energy | - | 4.66 |
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