What is the current price / NAV of Invesco India Aggressive Hybrid Fund?
The current NAV of Invesco India Aggressive Hybrid Fund is ₹23.91, as of 17th April 2025.What are the returns of Invesco India Aggressive Hybrid Fund?
The Invesco India Aggressive Hybrid Fund was launched on 30th June 2018. This mutual fund's past returns are as follows:- 1 Year Returns: 14.41%
- 3 Year Returns: 16.55%
- 5 Year Returns: 20.05%
What are the top 5 sectoral holdings of Invesco India Aggressive Hybrid Fund?
The top sectors Invesco India Aggressive Hybrid Fund has invested in are as follows:- Private Banks | 15.92%
- Public Banks | 11.06%
- G-Sec | 9.45%
- IT Services & Consulting | 6.60%
- Specialized Finance | 5.32%
What are the top 5 holdings of Invesco India Aggressive Hybrid Fund?
The top 5 holdings for Invesco India Aggressive Hybrid Fund are as follows:- 7.18% Government of India 2037 | 5.81%
- ICICI Bank Ltd | 5.08%
- HDFC Bank Ltd | 5.02%
- 7.68% National Bank For Agriculture and Rural Development 2029 ** | 4.94%
- Infosys Ltd | 4.83%
What is the asset allocation of Invesco India Aggressive Hybrid Fund?
The asset allocation for Invesco India Aggressive Hybrid Fund is as follows:- Equity | 64.36%
- Corporate Debt | 17.72%
- Government Securities | 9.45%
- Cash & Equivalents | 4.71%
- Certificate of Deposit | 1.56%
What is the AUM of Invesco India Aggressive Hybrid Fund?
The AUM (i.e. assets under management) of Invesco India Aggressive Hybrid Fund is ₹617.77 Cr as of 17th April 2025.What is the expense ratio of Invesco India Aggressive Hybrid Fund?
The expense ratio of Invesco India Aggressive Hybrid Fund Plan is 0.81 as of 17th April 2025.What is the alpha ratio of Invesco India Aggressive Hybrid Fund?
The alpha ratio for the Invesco India Aggressive Hybrid Fund is 2.14
Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the volatility or standard deviation of Invesco India Aggressive Hybrid Fund?
The volatility or standard deviation for the Invesco India Aggressive Hybrid Fund is 12.95
Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Invesco India Aggressive Hybrid Fund?
The Sharpe ratio for the Invesco India Aggressive Hybrid Fund is 0.82
The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Invesco India Aggressive Hybrid Fund?
The Sortino Ratio for the Invesco India Aggressive Hybrid Fund is 0.08
The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.
What is the Price to Earnings (PE) ratio of Invesco India Aggressive Hybrid Fund?
The PE ratio of Invesco India Aggressive Hybrid Fund is 48.07, while category PE ratio is 41.42.
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Invesco India Aggressive Hybrid Fund Direct Growth
Growth
HybridAggressive Hybrid Fund
Mid-size FundAssets Under Mgmt: ₹ 617 Cr
Very High RiskPrinciple investment will be at very high risk
23.910.82% (+0.20)
Invesco India Aggressive Hybrid Fund NAV Price Chart
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HybridAggressive Hybrid Fund
Mid-size FundAssets Under Mgmt: ₹ 617 Cr
Very High RiskPrinciple investment will be at very high risk
Invesco India Aggressive Hybrid Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.81 | 48.07 | 0.82 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.43 | 41.42 | 0.48 |
Invesco India Aggressive Hybrid Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| CRISIL Hybrid 35+65 - Aggressive Index |
About Aggressive Hybrid Fund
Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Invesco India Aggressive Hybrid Fund Peers & Comparison
Comparing 3 mutual funds from
HybridAggressive Hybrid Fund
HybridAggressive Hybrid Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Invesco India Aggressive Hybrid Fund | 14.41% | 16.55% | 13.67% |
| SBI Equity Hybrid Fund | 14.16% | 12.38% | 14.93% |
| ICICI Pru Equity & Debt Fund | 12.14% | 18.36% | 17.70% |
| HDFC Hybrid Equity Fund | 9.98% | 12.74% | 12.56% |
Invesco India Aggressive Hybrid Fund Returns Comparison
Compare Invesco India Aggressive Hybrid Fund with any MF, ETF, stock or indexCompare Invesco India Aggressive Hybrid Fund with any MF, ETF, stock or index
Invesco India Aggressive Hybrid Fund
Hmm, looks like data is unavailable here. Please come back after some timeInvesco India Aggressive Hybrid Fund Asset Allocation
Actual
Target
Jun 2024
Sep 2024
Dec 2024
Mar 2025
Jun 2024
Sep 2024
Dec 2024
Mar 2025
Invesco India Aggressive Hybrid Fund Sector Distribution
Jun 2024
Sep 2024
Dec 2024
Mar 2025
Invesco India Aggressive Hybrid Fund Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
Invesco India Aggressive Hybrid Fund Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
5.08 %
0.44 %Holdings
5.02 %
2.20 %Holdings
4.83 %
0.16 %
AMC Profile of Invesco India Aggressive Hybrid Fund
Invesco is an independent investment management firm based in Atlanta, Georgia. The company has presence in 25 countries worldwide, serves clients from 120, and has a workforce of 8,000 employees globally.
No.of Schemes
39
Total AUM
₹ 1,04,127.32 Cr.
Invesco India Aggressive Hybrid Fund Fund Manager Profile
Dhimant Kothari
AUM: ₹11,482.25 Cr.
|
Exp: —
Hiten Jain
AUM: ₹6,985.22 Cr.
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Exp: —
Krishna Cheemalapati
AUM: ₹28,679.69 Cr.
|
Exp: 15yrs
Invesco India Aggressive Hybrid Fund Manager Performance (0)
Hybrid: Aggressive Hybrid Fund
Invesco India Aggressive Hybrid Fund Tax Implications
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Invesco India Aggressive Hybrid Fund Review & Opinions
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Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%