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Invesco India Aggressive Hybrid Fund(IDCW)

IDCW
HybridAggressive Hybrid Fund
Mid-size FundAssets Under Mgmt: ₹ 545 Cr
Very High RiskPrinciple investment will be at very high risk
24.380.76% (-0.19)

Price Chart

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Returns
0.00%
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SIP
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1M
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HybridAggressive Hybrid Fund
Mid-size FundAssets Under Mgmt: ₹ 545 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.8460.882.55
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4246.112.01

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil upto 10% of units and 1% for above the limits on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 1,000
Initial: ₹ 1,000 Incremental: ₹ 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.

Peers & Comparison

Comparing 3 mutual funds from 
HybridAggressive Hybrid Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Invesco India Aggressive Hybrid Fund(IDCW)37.12%16.13%15.03%
SBI Equity Hybrid Fund(IDCW-Payout)22.39%10.58%11.05%
ICICI Pru Equity & Debt Fund(H-IDCW)21.59%10.38%11.47%
HDFC Hybrid Equity Fund(IDCW)15.67%6.01%3.30%

Price Comparison

Compare Invesco India Aggressive Hybrid Fund(IDCW) with any MF, ETF, stock or index
Compare Invesco India Aggressive Hybrid Fund(IDCW) with any MF, ETF, stock or index
Invesco India Aggressive Hybrid Fund(IDCW)
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Asset Allocation

Actual

Target

Dec 2023

Mar 2024

Jun 2024

Sep 2024

ACTUAL
RightsCorporate DebtCash & EquivalentsGovernment SecuritiesEquity1.62%2.49%4.08%20.50%71.31%

Dec 2023

Mar 2024

Jun 2024

Sep 2024

Tickertape Separator

Sector Distribution

+25 moreIT Services & ConsultingPharmaceuticalsSpecialized FinancePrivate BanksG-Sec50.24 %6.13 %6.14 %6.65 %10.33 %20.50 %

Dec 2023

Mar 2024

Jun 2024

Sep 2024

Tickertape Separator

Sector Weightage

Jun 23Sep 23Dec 23Mar 24Jun 24Sep 2422.83%22.24%22.29%24.40%19.32%20.50%
G-Sec as a % of total holdings for last six quarters
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Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • ICICI Bank Ltd
    ICICIBANK
    3M change : -0.30 %

    Holdings

    5.94 %

    -0.30 %
  • Trent Ltd
    TRENT
    3M change : 0.81 %

    Holdings

    4.17 %

    0.81 %
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 0.06 %

    Holdings

    3.18 %

    0.06 %

AMC Profile

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

    37

  • Total AUM

    ₹ 1,06,779.97 Cr.

Fund Manager Profile

Dhimant Kothari

AUM:  ₹12,045.74 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Hiten Jain

AUM:  ₹6,404.48 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Krishna Cheemalapati

AUM:  ₹31,559.98 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 15yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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