₹ 12.9275
NAV (Mar 04)
Neutral
However, Scripbox does not recommend investing in aggressive hybrid mutual funds.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.
Relative Size
354 Cr. Medium within the category
Category View
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Scheme Information
To generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.45 %
Expense Ratio
Jun 30, 2018
Launched (3y ago)
₹ 354
AUM in Crores
INF205K010Q5
ISIN
No Lock-in
Lock-in
CRISIL Hybrid 35+65 - Agg TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Conservative Hybrid
17 Years
Age
Track Record
Aggressive Hybrid
20 Years
Age
Track Record
Multi Asset Allocation
20 Years
Age
Track Record
About the AMC
Invesco Asset Management (India) Private Ltd
Invesco Asset Management (India) Private Ltd manages assets worth 35,176 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 33 equity,111 debt and 14 hybrid funds.
Diversified
Recommended
Top Ranked
₹ 3,445 Cr
Fund Size
11.8%
3Y returns
Diversified
Top Ranked
₹ 3,445 Cr
Fund Size
11.8%
3Y returns
Diversified
Top Ranked
₹ 3,445 Cr
Fund Size
11.8%
3Y returns
Liquid
Top Ranked
₹ 5,460 Cr
Fund Size
5.2%
3Y returns
Large Cap
Top Ranked
₹ 274 Cr
Fund Size
10.8%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Invesco India Equity & Bond Fund (DP-A) is a aggressive hybrid hybrid fund and has delivered an annualised return of 10.1% over a period of 3 years ..The fund is managed by Invesco Asset Management (India) Private Ltd.The fund managers are Amit Ganatra, Krishna Cheemalapati, Pranav Gokhale, Taher Badshah
To generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities. However, there is no assurance that the objective of the scheme will be realized.
The Invesco India Equity & Bond Fund (DP-A) fund was launched on Jun 30, 2018. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-03-04 is ₹ 12.9275. The total AUM (Asset Under Management) of the fund as of 2021-03-05 is ₹ 353.391. The category risk of the Invesco India Equity & Bond Fund (DP-A) fund is Very High Risk. The fund charges 2.45 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 67.7% in this asset class. The top three holdings of the fund are national bank for agriculture and rural development,6.79% govt stock 2027 and hdb financial services limited
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 35+65 - Agg TR INR
Invesco India Equity & Bond Fund (DP-A) has a score of 3 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, Invesco India Equity & Bond Fund (DP-A) has a score of 3 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.