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: 2.67% As on (30-04-2026)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 762.44 Cr As on 30-04-2026(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%. If units are redeemed or switched-out after 1 year from the date of allotment - Nil.

20.5885

9.57%

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 12.66
Sharpe Ratio 0.57
Alpha 6.21
Beta 0.33
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 -7.77 2.78 11.45 10.41 -
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 9.05 4.84 14.36 13.84 15.68
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 8.32 8.18 19.88 17.31 -
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 5.5 6.31 13.83 11.42 11.09
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 5.39 10.26 14.19 12.77 -
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 3.98 7.85 13.62 12.95 12.91
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 3.29 9.01 13.45 11.78 12.18
Navi Aggressive Hybrid Fund - Regular Plan - Growth 23-04-2018 3.09 6.66 11.13 10.87 -
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 2.71 7.62 12.09 11.31 12.51
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 2.38 7.58 16.59 17.26 15.74

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

8.66%

Others

29.96%

Large Cap

48.0%

Mid Cap

13.38%

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