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: 2.31% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 741.62 Cr As on 30-06-2025(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.

22.8166

12.42%

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 10.91
Sharpe Ratio 1.28
Alpha 3.86
Beta 1.08
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 6.11 21.03 19.27 17.47 -
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 10.34 18.55 16.52 17.58 12.29
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 9.87 18.04 17.23 19.75 -
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 8.93 19.32 18.88 18.23 12.61
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 7.51 22.49 21.79 25.64 15.57
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 6.58 20.54 19.64 21.1 -
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 6.54 19.83 20.4 21.04 12.61
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 6.54 19.77 20.31 20.98 12.56
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 6.22 14.05 13.2 14.5 -
PGIM India Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 6.12 13.74 15.36 15.24 8.59

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

9.4%

Others

34.18%

Large Cap

41.15%

Mid Cap

15.27%

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