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 (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 828.19 Cr As on 31-12-2025(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%. If units are redeemed or switched-out after 1 year from the date of allotment - Nil.

22.3611

11.2%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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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 10.39
Sharpe Ratio 0.93
Alpha 2.63
Beta 1.15
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 2.58 11.07 15.66 12.33 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 12.49 13.43 18.66 20.39 16.64
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 12.34 12.28 14.09 12.6 12.73
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 10.84 10.86 13.59 12.39 13.3
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 10.66 12.9 15.48 14.12 -
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 8.75 12.18 16.25 15.68 -
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 10-02-1995 8.17 10.21 14.23 11.88 11.17
Nippon India Aggressive Hybrid Fund - Growth Plan 05-06-2005 7.92 9.86 14.56 14.62 10.53
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 7.59 11.42 15.95 15.76 13.18
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 01-02-1993 7.46 9.77 13.3 12.06 13.1

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

9.12%

Others

28.79%

Large Cap

51.04%

Mid Cap

11.05%

Scheme Documents

There are no scheme documents available

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