Invesco India Aggressive Hybrid Fund - Regular Plan - IDCW (Payout / Reinvestment)

Fund House: Invesco Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 25-06-2018
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: 2.23% As on (31-10-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 818.23 Cr As on 31-10-2025(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% 1 If units are redeemed or switched-out after 1 year from the date of allotment - Nil.

22.6914

11.68%

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 9.53
Sharpe Ratio 0.94
Alpha 3.11
Beta 0.75
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 - IDCW (Payout / Reinvestment) 25-06-2018 3.86 16.64 16.07 14.6 -
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 14.97 16.5 14.34 15.12 12.43
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 14.2 19.32 19.42 24.37 16.15
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 12.22 17.5 15.89 16.62 -
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 10.87 15.09 11.94 20.8 15.87
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 10.2 14.59 13.73 14.55 12.93
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 9.61 16.54 16.92 18.01 12.96
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 9.61 16.54 16.98 18.07 12.99
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 9.58 17.64 16.66 18.44 -
PGIM India Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 8.97 12.9 12.36 12.2 9.21

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

6.68%

Others

34.12%

Large Cap

42.37%

Mid Cap

16.83%

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