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: 2.25% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 787.05 Cr As on 30-09-2025(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.

22.6995

11.86%

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 10.52
Sharpe Ratio 0.93
Alpha 9.17
Beta 0.11
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 -1.44 17.92 16.91 15.75 -
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 8.51 16.32 14.75 17.06 12.38
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 5.75 19.33 20.36 26.85 15.91
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 4.95 17.73 16.41 18.16 -
PGIM India Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 3.67 13.08 13.6 13.04 8.78
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 2.61 17.3 17.51 19.76 -
HDFC Hybrid Equity Fund - Growth Plan 01-04-2005 2.57 11.71 13.5 17.47 12.05
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 2.53 17.22 16.78 19.33 13.23
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 2.28 17.11 17.99 20.02 12.63
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 2.28 17.11 18.05 20.09 12.66

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

6.91%

Others

33.99%

Large Cap

42.93%

Mid Cap

16.17%

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