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: 2.35% As on ( 31-03-2025)
Status: Open Ended Schemes
Minimum Topup: 1000.0
Total Assets: 616.64 Cr As on ( 31-03-2025)
Turn over: 122
NAV as on 02-05-2025
21.6478
-0.02 ( -0.1053% )
CAGR Since Inception
11.92%
CRISIL Hybrid 35+65 Aggressive Index 12.22%
Performance of Invesco India Aggressive Hybrid Fund - Regular Plan - Growth
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)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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 9.53 0.6 3.47 1.11 7.21 10.72
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 10.14 21.62 16.0 17.53 0.0
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 15.79 22.02 16.29 19.17 12.74
SBI Equity Hybrid Reg Gr 01-12-1995 11.66 18.35 12.7 17.66 11.84
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 11.07 18.47 13.67 19.5 0.0
Axis Aggressive Hybrid Reg Gr 05-08-2018 10.65 15.31 10.01 15.27 0.0
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 10.33 22.02 16.57 21.37 0.0
ICICI Pru Equity & Debt Gr 05-11-1999 10.14 24.13 18.99 26.44 15.51
UTI Aggressive Hybrid Fund Reg Gr 20-03-1995 9.9 20.46 16.93 22.29 12.1
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 9.55 21.08 16.88 20.99 12.36
Edelweiss Aggr Hybrid Plan B Gr 16-06-2009 9.54 21.15 16.97 21.06 12.41

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 (%)

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