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: 2.27% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 1,000
Minimum Topup: 1,000
Total Assets: 753.7 Cr As on 31-07-2025(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.

22.3332

11.91%

PERFORMANCE

Returns Type:
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Start :  
End : 
Period:  
This Scheme
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vs
AK Hybrid Aggressive TRI
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Gold
-
PPF
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Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnInvesco India Aggressive Hybrid Fund - RegularPlan - GrowthInvesco India Aggressive Hybrid Fund - Regular Plan - GrowthAK Hybrid Aggressive TRIHybrid: AggressiveGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-1001020304050Advisorkhoj.com
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
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 10.61
Sharpe Ratio 1.04
Alpha 10.12
Beta 0.1
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 4.74 18.87 15.94 16.12 -
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 9.36 15.86 13.22 15.89 11.9
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 8.05 16.73 14.63 18.0 -
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 6.42 16.8 15.29 17.12 12.07
PGIM India Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 5.77 12.3 12.2 13.91 8.23

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

7.53%

Others

34.08%

Large Cap

42.46%

Mid Cap

15.93%

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