Formerly Invesco India Equity & Bond Reg IDCW-P
₹ 18.756
NAV (Mar 27)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 18.756
NAV (Mar 27)
Last 1Y | 35.3% |
Last 3Y | 14.6% |
Last 5Y | 12.6% |
Last 10Y | NA |
Since Inception | 11.6% |
6 Month CAGR | 16.1% |
To generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities.
Expense Ratio | 2.41 |
Launched (6y ago) | Jun 30, 2018 |
AUM in Crores | 449.129 |
ISIN | INF205K010Q5 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 9.6 |
Standard Deviation (5yr) | 13.6 |
Beta (3yr) | 0.98 |
Beta (5yr) | 1.04 |
Sharpe Ratio (3yr) | 0.869 |
Sharpe Ratio (5yr) | 0.624 |
YTM | 7.23 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Invesco India Aggressive Hybrid FundRegular (PIDCW-A) | 9,99,927 | 2,67,315 | 12.6% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 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.
7.18% govt stock 2037
12.2%7.3% govt stock 2053
8.8%icici bank ltd
5.9%ntpc ltd
3.5%hdfc bank ltd
2.8%financial services
23.4%consumer cyclical
13%industrials
11.4%technology
6%healthcare
5.1%Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 10,622 cr | ||
₹ 32,429 cr | ||
₹ 8,729 cr | ||
₹ 3,389 cr | ||
₹ 1,787 cr |
Invesco Asset Management (India) Private Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
36.9% | 12.5% | ||
5.8% | 6.5% | ||
36.9% | 12.3% | ||
5.8% | 6.2% | ||
6% | 6.5% |
Invesco India Aggressive Hybrid FundRegular (PIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 11.6% over a period of 5 years. The fund was previously known as Invesco India Equity & Bond Reg IDCW-P. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Dhimant Kothari, Hiten Jain, Krishna Cheemalapati.
Nav of Invesco India Aggressive Hybrid FundRegular (PIDCW-A) as of 3/27/2024 is ₹18.76 with the total AUM as of 3/28/2024 is ₹449.129. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Aggressive Hybrid FundRegular (PIDCW-A) was launched on Jun 30, 2018. The category risk of the fund is Very High Risk.
The minimum SIP amount for Invesco India Aggressive Hybrid FundRegular (PIDCW-A) 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. Check your estimated returns on mutual funds by using sip calculator.
What is Invesco India Aggressive Hybrid FundRegular (PIDCW-A)?
How to invest in Invesco India Aggressive Hybrid FundRegular (PIDCW-A)?
You can invest in Invesco India Aggressive Hybrid FundRegular (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Invesco India Aggressive Hybrid FundRegular (PIDCW-A)?
The minimum sip amount for Invesco India Aggressive Hybrid FundRegular (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Invesco India Aggressive Hybrid FundRegular (PIDCW-A) good to invest in?
As per Scripbox experts, Invesco India Aggressive Hybrid FundRegular (PIDCW-A) is a Not Reviewed Yet fund. You can investInvesco India Aggressive Hybrid FundRegular (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Invesco India Aggressive Hybrid FundRegular (PIDCW-A)?
The expense ratio of the Invesco India Aggressive Hybrid FundRegular (PIDCW-A) is 2.41% for regular plan.