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: 2.25% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 787.05 Cr As on 30-09-2025(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.

22.7479

11.8%

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 10.52
Sharpe Ratio 0.93
Alpha 9.17
Beta 0.11
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 2.69 18.72 15.88 15.58 -
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 13.16 17.73 13.93 16.52 12.38
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 10.42 19.07 15.46 17.84 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 9.84 20.24 18.95 26.02 15.97
PGIM India Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 8.32 14.06 12.58 13.38 8.95
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 7.37 15.94 13.74 15.78 12.83
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 7.03 18.13 16.8 19.4 12.79
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 7.02 18.14 16.86 19.46 12.82
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 6.72 18.77 16.51 19.48 -
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 6.46 18.12 15.38 18.47 13.34

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

6.97%

Others

32.03%

Large Cap

44.49%

Mid Cap

16.51%

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