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: 2.33% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 703.65 Cr As on 30-05-2025(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.

22.6779

12.4%

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 11.28
Sharpe Ratio 1.04
Alpha 3.68
Beta 1.09
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 7.43 21.87 20.45 18.03 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 11.77 18.6 18.18 20.03 -
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 11.68 18.75 17.17 17.8 12.25
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 10.7 20.08 20.13 18.65 12.77
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 9.71 23.47 22.63 25.87 15.61
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 8.9 20.76 21.07 21.37 12.6
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 8.89 20.82 21.15 21.44 12.65
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 8.21 21.01 20.48 21.49 -
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 01-02-1993 7.73 17.27 17.24 17.5 12.49
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 7.19 20.1 20.18 21.84 12.33

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

9.4%

Others

34.18%

Large Cap

41.15%

Mid Cap

15.27%

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