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- Invesco Mutual Funds
- Invesco India Aggressive Hybrid FundRegular (RIDCW-A)
Formerly Invesco India Equity & Bond Reg IDCW-R
Invesco India Aggressive Hybrid FundRegular (RIDCW-A)
₹ 19.3644
NAV (Apr 24)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 19.3644
NAV (Apr 24)
Fund Returns
Last 1Y | 35% |
Last 3Y | 15.8% |
Last 5Y | 13.2% |
Last 10Y | NA |
Since Inception | 12% |
6 Month CAGR | 21% |
Scheme Information
To generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities.
Expense Ratio | 2.42 |
Launched (6y ago) | Jun 30, 2018 |
AUM in Crores | 426.782 |
ISIN | INF205K012Q1 |
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) | 13.5 |
Beta (3yr) | 0.98 |
Beta (5yr) | 1.04 |
Sharpe Ratio (3yr) | 0.92 |
Sharpe Ratio (5yr) | 0.571 |
YTM | 7.23 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Invesco India Aggressive Hybrid FundRegular (RIDCW-A) | 10,15,590 | 2,82,978 | 13.2% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
7.18% govt stock 2037
11.7%7.3% govt stock 2053
9.3%icici bank ltd
6.5%hdfc bank ltd
3%trent ltd
2.7%Allocation by Sector
financial services
24.8%consumer cyclical
13.7%industrials
11%healthcare
5.4%technology
5.3%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 10,737 cr | ||
₹ 33,502 cr | ||
₹ 8,943 cr | ||
₹ 1,868 cr | ||
₹ 1,829 cr |
About the AMC
Invesco Asset Management (India) Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
39.2% | 12.8% | ||
39.2% | 12.7% | ||
39.2% | 12.7% | ||
19.9% | 13% | ||
8.1% | 5% |
Invesco India Aggressive Hybrid FundRegular (RIDCW-A) Review
Invesco India Aggressive Hybrid FundRegular (RIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 12% over a period of 5 years. The fund was previously known as Invesco India Equity & Bond Reg IDCW-R. 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 (RIDCW-A) as of 4/24/2024 is ₹19.36 with the total AUM as of 4/25/2024 is ₹426.782. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Aggressive Hybrid FundRegular (RIDCW-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 (RIDCW-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.
Frequently Asked Questions
What is Invesco India Aggressive Hybrid FundRegular (RIDCW-A)?
How to invest in Invesco India Aggressive Hybrid FundRegular (RIDCW-A)?
You can invest in Invesco India Aggressive Hybrid FundRegular (RIDCW-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 (RIDCW-A)?
The minimum sip amount for Invesco India Aggressive Hybrid FundRegular (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Invesco India Aggressive Hybrid FundRegular (RIDCW-A) good to invest in?
As per Scripbox experts, Invesco India Aggressive Hybrid FundRegular (RIDCW-A) is a Not Reviewed Yet fund. You can investInvesco India Aggressive Hybrid FundRegular (RIDCW-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 (RIDCW-A)?
The expense ratio of the Invesco India Aggressive Hybrid FundRegular (RIDCW-A) is 2.42% for regular plan.