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) | ₹787 Cr | ₹6379 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 | 2.86% | 3.93% |
| 6 Month | 5.38% | 5.65% |
| 1 Year | 2.85% | 4.44% |
| 3 Year | 16.5% | 16.79% |
| 5 Year | 15.99% | 20.27% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.88% | 1.51% |
| 1 Year | 7.42% | 8.54% |
| 3 Year | 15.17% | 14.36% |
| 5 Year | 14.42% | 15.29% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.87% | 13.28% |
| 3 Year | 13.99% | 12.78% |
| 5 Year | 14.54% | 11.88% |
Risk Management
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 10.50% | 9.01% |
| Sharp | 0.86% | 1.06% |
| Beta | 1.13% | 0.17% |
| Alpha | 2.13% | 8.99% |
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 | 38.6 | 33.06 |
| Large Cap | 38.91 | 45.24 |
| Small Cap | 8.17 | 10.37 |
| Mid Cap | 14.33 | 11.32 |
Sector Allocation
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 34.63 | 28.29 |
| Communication Services | 2.36 | 4.05 |
| Technology | 8.46 | 7.17 |
| Healthcare | 3.38 | 4.98 |
| Consumer Cyclical | 11.74 | 7.75 |
| Utilities | 2.14 | 1.59 |
| Real Estate | 2.52 | 2.96 |
| Financial Services | 19.49 | 22.18 |
| Basic Materials | 3.38 | 5.02 |
| Industrials | 10.33 | 5.77 |
| Consumer Defensive | 1.56 | 4.76 |
| Energy | - | 5.47 |
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