Invesco India Aggressive Hybrid Fund - Regular Plan - Growth

Fund House: Invesco Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 15-06-2018
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
TER: 2.4% As on (30-08-2026)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 776.61 Cr As on 31-08-2026(Source:AMFI)
Turn over: 0.52% | Exit Load: If upto 10% of Units allotted are redeemed / switched-out within 1 year from the date of allotment - Nil. For any redemption / switchout in excess of 10% of units allotted within one year from the date of allotment -1%. If units are redeemed or switched-out after 1 year from the date of allotment - Nil.

21.086

9.5%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 11 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities. There is no assurance that the investment objective of the Scheme will be achieved

Current Asset Allocation (%)

Indicators

Standard Deviation 12.58
Sharpe Ratio 0.42
Alpha 3.9
Beta 0.36
Yield to Maturity 7.21
Average Maturity 10.72

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 -6.42 -2.38 8.86 7.89 -
Bank Of India Aggressive Hybrid Fund - Regular Plan Growth 05-07-2016 15.15 5.73 15.78 13.72 15.18
Quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 10.4 2.71 11.55 11.69 15.1
Navi Aggressive Hybrid Fund - Regular Plan - Growth 23-04-2018 8.1 3.9 9.97 9.49 -
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 6.99 4.5 12.11 10.1 10.69
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 6.84 6.32 12.73 10.37 -
SBI Aggresive Hybrid Fund - Regular Plan - Growth 01-12-1995 5.27 5.98 11.63 9.52 11.54
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 4.18 2.89 11.25 10.96 11.92
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 31-03-1991 4.1 2.4 10.28 8.21 8.82
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 3.51 2.22 9.54 8.62 11.39

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

15.29%

Others

28.3%

Large Cap

45.59%

Mid Cap

10.82%

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