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: 2.27% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 753.7 Cr As on 31-07-2025(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.

22.4788

11.91%

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 10.61
Sharpe Ratio 1.04
Alpha 10.12
Beta 0.1
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 1.2 17.93 16.01 16.11 -
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 5.82 15.49 13.45 16.07 12.42
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 4.26 16.09 14.86 17.87 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 3.96 19.14 19.35 24.65 16.16
PGIM India Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 3.33 12.57 12.81 14.07 9.2
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 1.74 15.0 15.15 16.82 12.86
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 1.07 17.13 16.57 19.8 -
Union Aggressive Hybrid Fund - Regular Plan - Growth Option 18-12-2020 0.9 13.17 12.63 - -
Nippon India Aggressive Hybrid Fund - Growth Plan 05-06-2005 0.9 14.71 15.44 18.73 10.48
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 0.86 17.04 17.15 19.63 12.93

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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