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AMFI Registered Mutual Fund Distributor
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  • Invesco India Aggressive Hybrid Fund - Regular Plan - Growth
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth

Category: Hybrid: Aggressive

Launch Date: 15-06-2018

Riskometer: Very High

NAV as on 06-06-2025

₹ 22.7177

₹ 0.15 ( 0.6792%)

CAGR Since Inception

12.53%

CRISIL Hybrid 35+65 Aggressive Index 12.22%

Asset Class

Mixed Asset

Status

Open Ended Schemes

Fund Managers

Dhimant Kothari, Hiten Jain, Krishna Cheemalapati

Investment Objective

To generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities. There is no assurance that the investment objective of the Scheme will be achieved

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

Expense Ratio

2.33% As on (31-05-2025)

Minimum Investment | Top up

1000.0 | 1000.0

Total Assets

653.11 Cr As on (30-04-2025)

PERFORMANCE of Invesco India Aggressive Hybrid Fund - Regular Plan - Growth
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 06-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 12.74 19.07 18.12 - 12.53
Benchmark - - - - -
Hybrid: Aggressive 9.97 16.81 19.69 11.94 13.24
Nav Movement
RETURNS CALCULATOR for Invesco India Aggressive Hybrid Fund - Regular Plan - Growth
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Invesco India Aggressive Hybrid Fund - Regular Plan - Growth
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 9.53 0.82 2.87 1.1 7.21 10.72
Hybrid: Aggressive - - - - - -
Peer Comparison
Scheme Name 5Y (%)
Invesco India Aggressive Hybrid Reg Gr 18.12
Bandhan Aggr Hyb Fund Reg Gr 20.34
DSP Aggressive Hybrid Fund Reg Gr 19.15
SBI Equity Hybrid Reg Gr 18.08
Edelweiss Aggr Hybrid Reg Gr 21.38
Edelweiss Aggr Hybrid Plan B Gr 21.44
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 21.78
ICICI Pru Equity & Debt Gr 25.82
Axis Aggressive Hybrid Reg Gr 15.47
Canara Robeco Equity Hybrid Reg Gr 17.7
Asset Allocation
Sectors
Sector Holdings (%)
N/A 33.01
Financial Services 20.47
Capital Goods 7.46
Information Technology 6.34
Automobile and Auto Components 6.22
Consumer Durables 3.82
Consumer Services 3.48
Healthcare 3.21
Telecommunication 2.87
Realty 2.47
Portfolio Holdings
Company Holdings (%)
7.18% Government of India 2037 5.6
ICICI BANK LIMITED EQ NEW FV RS. 2/- 5.24
HDFC BANK LIMITED EQ NEW FV RE. 1/- 5.2
INFOSYS LIMITED EQ FV RS 5 4.8
Triparty Repo 4.74
7.68% National Bank For Agriculture and Rural Development 2029 4.71
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 3.19
7.44% National Bank For Agriculture and Rural Development 2028 3.1
TRENT LIMITED EQ NEW FV Re. 1/- 2.71
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- 2.53
About

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Risk Factors : Investments in Mutual Funds are subject to Market Risks. Read all scheme-related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in the future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structures (TER) applicable at the time of making the investment before finalizing any investment decision for Mutual Fund schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure for Commission earnings is made to clients at the time of investments. The option of Direct Plan for every Mutual Fund Scheme is available to investors, offering the advantage of a lower expense ratio. We are not entitled to earn any commission on Direct Plans; hence, we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor | ARN-270604 | Initial Registration Date - 12 Jun 2023 | Validity - 11 Jun 2026

Grievance Officer : B S Kumaresh | support@freedomlifex.com


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