Invesco India Aggressive Hybrid Fund - Regular Plan - Growth
Fund House: Invesco Mutual Fund
Category: Hybrid: Aggressive
Status: Open Ended Schemes
Launch Date: 15-06-2018
Minimum Investment: 1000.0
Asset Class: Mixed Asset
Minimum Topup: 1000.0
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Total Assets: 741.62 As on (30-06-2025)
Expense Ratio: 2.31% As on (30-06-2025)
Turn over: 81.00% | 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.
NAV as on 25-07-2025
22.6266
-0.1634
CAGR Since Inception
12.21%
CRISIL Hybrid 35+65 Aggressive Index 12.22%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Invesco India Aggressive Hybrid Fund - Regular Plan - Growth | 6.4 | 17.93 | 16.71 | - | 12.21 |
| Benchmark | - | - | - | - | - |
| Hybrid: Aggressive | 3.47 | 16.14 | 18.09 | 11.47 | 13.11 |
Funds Manager
Dhimant Kothari, Hiten Jain, Krishna Cheemalapati
RETURNS CALCULATORS for Invesco India Aggressive Hybrid Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Invesco India Aggressive Hybrid Fund - Regular Plan - Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Invesco India Aggressive Hybrid Fund - Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Invesco India Aggressive Hybrid Reg Gr | 15-06-2018 | 6.4 | 19.55 | 17.93 | 16.71 | 0.0 |
| SBI Equity Hybrid Reg Gr | 01-12-1995 | 9.95 | 16.73 | 15.25 | 16.76 | 12.07 |
| Bandhan Aggr Hyb Fund Reg Gr | 05-12-2016 | 9.22 | 16.98 | 16.35 | 19.1 | 0.0 |
| DSP Aggressive Hybrid Fund Reg Gr | 26-05-1999 | 7.77 | 17.41 | 17.59 | 17.83 | 12.27 |
| PGIM India Aggr Hybrid Equity Fund Gr | 29-01-2004 | 7.07 | 12.65 | 14.29 | 14.58 | 8.26 |
| ICICI Pru Equity & Debt Gr | 05-11-1999 | 5.82 | 20.4 | 20.7 | 25.05 | 15.3 |
| Edelweiss Aggr Hybrid Plan B Gr | 16-06-2009 | 5.1 | 18.16 | 19.06 | 20.2 | 12.26 |
| Edelweiss Aggr Hybrid Reg Gr | 12-08-2009 | 5.09 | 18.12 | 18.97 | 20.14 | 12.21 |
| Axis Aggressive Hybrid Reg Gr | 05-08-2018 | 4.59 | 12.88 | 12.08 | 14.06 | 0.0 |
| Nippon India Aggressive Hybrid Fund Gr Plan | 05-06-2005 | 4.58 | 15.74 | 17.23 | 19.29 | 9.87 |
Asset Allocation (%)
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 | 1.28 | 3.86 | 1.08 | 7.21 | 10.72 |
| Hybrid: Aggressive | - | - | - | - | - | - |