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: 2.24% As on (31-01-2026)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 799.42 Cr As on 30-01-2026(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.

20.992

10.1%

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 11.13
Sharpe Ratio 0.56
Alpha -0.76
Beta 1.23
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 2.3 5.66 13.58 10.41 -
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 15.08 8.05 14.87 11.0 11.36
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 14.07 10.29 15.4 12.72 -
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 12.51 8.08 13.66 11.28 13.15
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 12.46 8.89 17.93 18.03 16.4
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 12.4 9.42 14.42 12.75 13.56
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 11.43 6.95 17.76 17.02 -
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 11.42 1.67 12.18 15.47 15.62
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 11.23 9.94 14.46 11.33 12.54
Union Aggressive Hybrid Fund - Regular Plan - Growth Option 18-12-2020 10.57 5.48 12.62 10.61 -

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

7.59%

Others

28.44%

Large Cap

50.26%

Mid Cap

13.71%

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