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: 653.11 Cr As on 30-04-2025(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.

22.7177

12.53%

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 11.49
Sharpe Ratio 0.82
Alpha 2.87
Beta 1.1
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 12.74 22.31 19.07 18.12 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 17.15 19.02 16.85 20.34 -
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 16.02 20.99 18.9 19.15 13.04
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 14.6 18.81 15.6 18.08 12.44
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 13.0 21.27 19.45 21.38 12.79
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 12.97 21.32 19.54 21.44 12.83
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 12.43 21.48 19.06 21.78 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 12.28 23.89 20.72 25.82 15.78
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 11.76 15.07 12.53 15.47 -
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 01-02-1993 11.42 17.74 16.09 17.7 12.71

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

9.22%

Others

33.01%

Large Cap

42.68%

Mid Cap

15.09%

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