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: 2.33% As on ( 31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 703.65 Cr As on ( 30-05-2025) |
| Turn over: 122 |
NAV (₹):
22.5131
₹ -0.06 ( -0.2869%)
as on
13-06-2025
CAGR
Since Inception -
12.34%
CRISIL Hybrid 35+65 Aggressive Index -
12.22%
Fund Managers
Dhimant Kothari, Hiten Jain, Krishna Cheemalapati
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
PERFORMANCE of Invesco India Aggressive Hybrid Fund - Regular Plan - Growth
Scheme Performance (%) Data as on - 13-06-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Invesco India Aggressive Hybrid Fund - Regular Plan - Growth | 8.3 | 19.98 | 18.18 | - | 12.34 |
| Benchmark | - | - | - | - | - |
| Hybrid: Aggressive | 6.11 | 17.79 | 19.75 | 12.02 | 13.14 |
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 | 9.53 | 1.04 | 3.68 | 1.09 | 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 | 8.3 | 21.36 | 19.98 | 18.18 | 0.0 |
| Bandhan Aggr Hyb Fund Reg Gr | 05-12-2016 | 12.67 | 18.28 | 17.96 | 20.41 | 0.0 |
| DSP Aggressive Hybrid Fund Reg Gr | 26-05-1999 | 12.2 | 19.66 | 20.03 | 19.12 | 13.1 |
| SBI Equity Hybrid Reg Gr | 01-12-1995 | 11.39 | 18.12 | 16.74 | 18.11 | 12.49 |
| ICICI Pru Equity & Debt Gr | 05-11-1999 | 9.02 | 22.77 | 21.53 | 26.1 | 15.86 |
| Edelweiss Aggr Hybrid Reg Gr | 12-08-2009 | 8.61 | 20.09 | 20.24 | 21.51 | 12.98 |
| Edelweiss Aggr Hybrid Plan B Gr | 16-06-2009 | 8.59 | 20.15 | 20.34 | 21.58 | 13.03 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 19-07-2019 | 8.47 | 20.33 | 20.15 | 21.85 | 0.0 |
| UTI Aggressive Hybrid Fund Reg Gr | 20-03-1995 | 7.92 | 19.74 | 19.85 | 22.21 | 12.57 |
| Canara Robeco Equity Hybrid Reg Gr | 01-02-1993 | 7.57 | 16.68 | 16.96 | 17.75 | 12.78 |
Asset Allocation (%)
PORTFOLIO ANALYSIS of Invesco India Aggressive Hybrid Fund - Regular Plan - Growth
Portfolio as on