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: 2.4% As on (30-08-2026)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 776.61 Cr As on 31-08-2026(Source:AMFI)
Turn over: 0.52% | 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.

21.0883

9.5%

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 12.58
Sharpe Ratio 0.42
Alpha 3.9
Beta 0.36
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 -6.74 -2.7 8.86 7.89 -
Bank Of India Aggressive Hybrid Fund - Regular Plan Growth 05-07-2016 14.15 5.32 15.7 13.68 15.16
Quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 9.26 2.21 11.3 11.54 15.02
Navi Aggressive Hybrid Fund - Regular Plan - Growth 23-04-2018 7.86 3.5 9.96 9.48 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 6.43 5.97 12.74 10.37 -
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 5.98 4.03 12.02 10.05 10.67
SBI Aggresive Hybrid Fund - Regular Plan - Growth 01-12-1995 5.03 5.73 11.58 9.49 11.52
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 3.75 2.85 11.37 11.03 11.96
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 31-03-1991 3.19 1.79 10.17 8.15 8.79
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 3.16 2.01 9.55 8.63 11.39

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

15.29%

Others

28.3%

Large Cap

45.59%

Mid Cap

10.82%

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