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: 2.26% As on (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 767.94 Cr As on 29-08-2025(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.

22.6483

11.98%

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 10.63
Sharpe Ratio 0.89
Alpha 8.88
Beta 0.08
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 0.32 18.0 15.5 16.22 -
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 5.91 15.28 13.1 16.44 12.47
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 4.49 19.2 19.12 25.34 16.17
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 4.35 16.39 14.74 18.16 -
PGIM India Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 3.37 12.78 12.25 14.04 9.14
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 2.29 15.99 15.08 17.33 12.94
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 1.73 17.37 16.23 20.04 -
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 1.72 16.86 16.67 19.82 12.88
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 1.72 16.87 16.75 19.88 12.91
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 1.47 15.75 14.44 19.49 13.42

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

7.53%

Others

34.08%

Large Cap

42.46%

Mid Cap

15.93%

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