Click here for top ranked funds in aggressive hybrid mutual funds.
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.
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.
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
How to invest in Scripbox Mutual Funds?
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Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track your investments
Track, invest more and withdraw your investments through the Scripbox dashboard
The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7 years
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
Continuous monitoring & alerts
We will track our recommendations and suggest changes & fund exists whenever required.
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Annual reviews & rebalances
We review your investments and make course corrections every year to make the best out of your investments
About Invesco India Equity & Bond Fund (DP-A)
About Invesco India Equity & Bond Fund (DP-A)
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
Invesco India Equity & Bond Fund (DP-A) Investment Objective
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.
Invesco India Equity & Bond Fund (DP-A) NAV,AUM,Risk
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.
Invesco India Equity & Bond Fund (DP-A) Holdings
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
Invesco India Equity & Bond Fund (DP-A) SIP
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.
Invesco India Equity & Bond Fund (DP-A) Investment volatility and Horizon
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) Review
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.
