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: 2.27% As on (30-03-2026)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 713.35 Cr As on 31-03-2026(Source:AMFI)
Turn over: 122% | 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.

20.7948

9.77%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
AK Hybrid Aggressive TRI
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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 12.3
Sharpe Ratio 0.37
Alpha 4.39
Beta 0.26
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 -4.08 3.39 12.51 10.35 -
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 13.38 8.09 20.25 17.39 -
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 10.23 3.8 14.04 14.72 15.73
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 9.98 6.63 14.7 11.21 11.17
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 8.51 9.37 14.74 13.07 13.09
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 8.44 10.28 15.39 12.86 -
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 7.02 9.8 14.57 12.14 12.39
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 6.21 7.85 13.11 11.47 12.66
Navi Aggressive Hybrid Fund - Regular Plan - Growth 23-04-2018 6.18 6.55 11.9 10.8 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 5.08 8.12 17.75 18.29 15.87

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

8.92%

Others

28.74%

Large Cap

48.9%

Mid Cap

13.44%

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