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: 2.4% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 786.92 Cr As on 31-07-2026(Source:AMFI)
Turn over: 0.52% | 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% 1 If units are redeemed or switched-out after 1 year from the date of allotment - Nil.

21.6156

9.94%

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 12.61
Sharpe Ratio 0.46
Alpha 5.09
Beta 0.32
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 -2.64 0.4 10.95 9.21 -
Quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 15.05 4.0 13.36 12.92 15.58
Bank Of India Mid & Small Cap Equity & DEBT Fund - Regular Plan Growth 05-07-2016 14.72 5.63 17.13 14.59 15.35
Navi Aggressive Hybrid Fund - Regular Plan - Growth 23-04-2018 12.45 6.33 11.33 10.93 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 11.72 8.95 14.51 11.61 -
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 8.44 4.6 13.4 10.79 10.92
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 8.4 8.2 13.01 10.87 11.96
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 7.7 5.14 13.16 12.18 12.5
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 6.93 4.7 10.96 9.98 11.96
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 6.75 5.38 14.67 15.98 15.02

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

10.54%

Others

28.73%

Large Cap

47.28%

Mid Cap

13.45%

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