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  • Invesco India Aggressive Hybrid FundRegular (Growth)

Formerly Invesco India Equity & Bond Reg Gr

Invesco Mutual Funds

Invesco India Aggressive Hybrid FundRegular (Growth)

HybridAggressive Hybrid

20.0255

NAV (May 28)

13.8%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

20.0255

NAV (May 28)

Fund Returns

Last 1Y
34.5%
Last 3Y
15.5%
Last 5Y
13.8%
Last 10Y
NA
Since Inception
12.6%
6 Month CAGR
20.7%

Scheme Information

Investment Objective

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
442.627
ISIN
INF205K011Q3
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
9.7
Standard Deviation (5yr)
13.5
Beta (3yr)
0.98
Beta (5yr)
1.04
Sharpe Ratio (3yr)
1.013
Sharpe Ratio (5yr)
0.63
YTM
7.35
Fund Managers

Hiten Jain

Fund Manager

Krishna Cheemalapati

Fund Manager

Dhimant Kothari

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Invesco India Aggressive Hybrid FundRegular (Growth)70%10,31,566 2,98,95413.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-05-28

Top Stock Holdings

7.18% govt stock 2037

11.1%
11.1%

7.3% govt stock 2053

8.8%
8.8%

icici bank ltd

6.6%
6.6%

hdfc bank ltd

3.1%
3.1%

trent ltd

2.9%
2.9%
See all holdings

Allocation by Sector

financial services

25.5%
25.5%

consumer cyclical

14%
14%

industrials

10.5%
10.5%

healthcare

5.4%
5.4%

technology

4.7%
4.7%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Regular Savings Fund (G)
ICICI Prudential Regular Savings Fund (G)

₹ 3,334 cr

₹ 3,146 cr

₹ 815 cr

₹ 2,024 cr

₹ 2,173 cr

amc-img

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 83,289 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 39 equity,121 debt and 9 hybrid funds.amc-img
phone-img022-67310000
Fund NameScripbox Opinion
Till Date CAGR

40.7%

13.9%

40.7%

13.8%

40.7%

13.8%

4.7%

6.8%

9.2%

5.4%

Invesco India Aggressive Hybrid FundRegular (G) Review

Invesco India Aggressive Hybrid FundRegular (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 12.6% over a period of 5 years. The fund was previously known as Invesco India Equity & Bond Reg Gr. 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 (G) as of 5/28/2024 is ₹20.03 with the total AUM as of 5/29/2024 is ₹442.627. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Aggressive Hybrid FundRegular (G) 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 (G) 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 (G)?

Invesco India Aggressive Hybrid FundRegular (G) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Invesco India Aggressive Hybrid FundRegular (G)?

You can invest in Invesco India Aggressive Hybrid FundRegular (G) 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 (G)?

The minimum sip amount for Invesco India Aggressive Hybrid FundRegular (G) is ₹1000. You can invest in multiples of ₹5000.

Is Invesco India Aggressive Hybrid FundRegular (G) good to invest in?

As per Scripbox experts, Invesco India Aggressive Hybrid FundRegular (G) is a Not Reviewed Yet fund. You can investInvesco India Aggressive Hybrid FundRegular (G) 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 (G)?

The expense ratio of the Invesco India Aggressive Hybrid FundRegular (G) is 2.41% for regular plan.