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 (28-11-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 831.18 Cr As on 28-11-2025(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.

22.7664

11.53%

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 10.5
Sharpe Ratio 0.89
Alpha 2.82
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 1.05 11.97 16.41 12.99 -
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 13.85 13.62 14.96 13.38 12.48
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 13.54 15.26 19.85 21.48 16.36
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 11.25 9.62 12.44 17.75 15.66
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 10.88 11.65 14.5 13.28 13.08
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 8.99 13.46 17.34 16.46 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 8.95 14.04 16.62 14.87 -
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 01-02-1993 7.97 10.88 14.46 12.8 12.54
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 10-02-1995 7.78 11.09 15.01 12.48 10.89
Navi Aggressive Hybrid Fund - Regular Plan - Growth 23-04-2018 7.46 9.65 13.51 12.07 -

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

6.23%

Others

30.72%

Large Cap

48.19%

Mid Cap

14.86%

Scheme Documents

There are no scheme documents available

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