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: 2.23% As on (31-10-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 818.23 Cr As on 31-10-2025(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% 1 If units are redeemed or switched-out after 1 year from the date of allotment - Nil.

22.7791

11.76%

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 10.5
Sharpe Ratio 0.92
Alpha 2.65
Beta 1.12
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 4.62 16.8 16.01 14.76 -
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 16.07 16.89 14.42 15.43 12.58
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 13.11 19.41 19.13 24.6 16.22
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 12.58 17.86 15.86 16.87 -
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 10.36 15.01 13.65 14.56 13.06
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 9.76 16.87 16.93 18.3 13.1
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 9.76 16.88 16.88 18.24 13.07
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 9.65 17.98 16.58 18.62 -
PGIM India Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 9.14 13.44 12.55 12.48 9.32
Union Aggressive Hybrid Fund - Regular Plan - Growth Option 18-12-2020 9.03 13.15 12.92 - -

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

6.97%

Others

32.03%

Large Cap

44.49%

Mid Cap

16.51%

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