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Scheme Overview

Invesco India Aggressive Hybrid Fund - Regular Plan - Growth

Category: Hybrid: Aggressive
Launch Date: 15-06-2018
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 2.42% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 426.78 Cr As on (31-03-2024)
Turn over: 140
NAV as on 06-05-2024

19.471

-0.08 (-0.3949%)

CAGR Since Inception

12.02%

CRISIL Hybrid 35+65 Aggressive Index 12.48%

PERFORMANCE of Invesco India Aggressive Hybrid Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 06-05-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 32.56 15.48 13.57 - 12.02
Benchmark - - - - -
Hybrid: Aggressive 29.9 16.15 15.09 13.86 13.57

Fund Managers

Amit Nigam, Krishna Venkat Cheemalapati, Dhimant Kothari, Hiten Jain

Investment Objective

The scheme seeks to generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities.

RETURNS CALCULATOR for Invesco India Aggressive Hybrid Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Invesco India Aggressive Hybrid Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 9.59 0.93 1.89 0.74 7.2 17.13
Hybrid: Aggressive - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Invesco India Aggressive Hybrid Reg Gr 15-06-2018 32.56 20.36 15.48 13.57 0.0
JM Aggressive Hybrid Gr 01-04-1995 54.98 33.34 23.4 19.67 14.34
BOI Mid & Small Cap Equity & Debt Reg Gr 05-07-2016 46.98 25.45 23.08 22.3 0.0
ICICI Pru Equity & Debt Gr 05-11-1999 39.09 24.26 24.96 20.65 17.67
Quant Absolute Fund Gr 21-03-2001 36.66 21.51 21.15 24.62 18.96
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 33.85 21.1 18.31 0.0 0.0
Edelweiss Aggr Hybrid Plan B Gr 16-06-2009 33.0 22.21 19.45 17.06 14.51
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 32.89 22.05 19.35 16.99 14.46
HSBC Aggressive Hybrid Fund Reg Gr 30-01-2013 32.63 19.22 14.77 13.74 13.87
Franklin India Equity Hybrid Gr 10-12-1999 32.05 20.52 15.98 15.01 14.27

Asset Allocation (%)

PORTFOLIO ANALYSIS of Invesco India Aggressive Hybrid Fund - Regular Plan - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)