Invesco India Aggressive Hybrid Fund - Regular Plan - Growth
Fund House: Invesco Mutual Fund| Category: Hybrid: Aggressive |
| Launch Date: 15-06-2018 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
| TER: 2.37% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 570.18 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 122% | Exit Load: (a) If upto 10% of units allotted are redeemed (or) switched out within 1 year from the date of allotment - NIL. (b) Any redemption (or) switch-out of units in excess of 10% of units allotted - 1%. (c) If units are redeemed (or) switched out after 1 year from the date of allotment - NIL. The above exit load is not applicable for purchases made through IDCW Transfer Plan (DTP). |
21.169
-0.08 (-0.3982%)
11.73%
Benchmark: 12.22%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
The scheme seeks to generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 11.29 |
| Sharpe Ratio | 0.6 |
| Alpha | 3.03 |
| Beta | 1.1 |
| Yield to Maturity | 7.21 |
| Average Maturity | 10.72 |
PEER COMPARISON
Scheme Characteristics
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
9.08%
Others
34.27%
Large Cap
42.0%
Mid Cap
14.65%
