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: 2.23% As on (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 828.19 Cr As on 31-12-2025(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.

21.8921

10.85%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
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 10.39
Sharpe Ratio 0.93
Alpha 2.63
Beta 1.15
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 2.23 10.16 15.62 12.56 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 12.91 12.47 15.94 14.78 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 12.46 12.68 18.89 21.36 16.47
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 11.3 10.58 14.33 13.26 13.09
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 10.47 11.75 14.48 13.32 12.44
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 8.94 9.97 15.84 12.79 11.16
Nippon India Aggressive Hybrid Fund - Growth Plan 05-06-2005 8.84 9.59 15.1 15.38 10.34
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 8.79 11.55 16.86 16.33 -
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 10-02-1995 8.56 9.89 14.69 12.62 10.91
Union Aggressive Hybrid Fund - Regular Plan - Growth Option 18-12-2020 8.35 8.4 13.45 12.65 -

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

9.12%

Others

28.79%

Large Cap

51.04%

Mid Cap

11.05%

Scheme Documents

There are no scheme documents available

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