Invesco India Aggressive Hybrid FundRegular Growth
- Aggressive Allocation
- Hybrid
- High Risk
Explore On
Rating:
2
Key Metrics
Aum
₹759.90 Cr
Expense Ratio
1.98%
Exit Load
1.00%
Min. Investment
₹1,000.00
Min. SIP
₹100.00
Launch Date
30 Jun 2018
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +3.78% | -- |
| 3 Months | +4.12% | -- |
| 6 Months | -4.25% | -- |
| 1 Year | -5.38% | -5.38% |
| 2 Years | -- | -0.1% |
| 3 Years | +37.03% | +11.07% |
| 5 Years | +56.21% | +9.33% |
| Since Launch | +114.65% | +9.97% |
Holdings as on 14 July 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Invesco India Low Dur Dir Gr | 57.68 | 7.59 |
| HDFC Bank | 38.72 | 5.09 |
| ICICI Bank | 35.18 | 4.63 |
| Infosys | 29.03 | 3.82 |
| Triparty Repo | 28.91 | 3.80 |
| Adani Power Limited | 24.75 | 3.26 |
| Bank Of Baroda | 23.75 | 3.12 |
| Small Industries Development Bank Of India | 23.72 | 3.12 |
| Kotak Mahindra Bank | 21.14 | 2.78 |
| InterGlobe Aviation Ltd | 17.62 | 2.32 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.38
Sharpe Ratio
12.58%
Std. Deviation
4.36%
Tracking Error
-3.78%
Alpha
1.05
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| JM Aggressive Hybrid Fund Growth | -3.02% | +13.77% | +13.12% |
| Baroda BNP Paribas Aggressive Equity Hybrid Regular Growth | +0.21% | +10.97% | +9.7% |
| Union Aggressive Hybrid Fund Regular Growth | +2.26% | +10.76% | +9.63% |
| Invesco India Aggressive Hybrid FundRegular Growth | -5.38% | +11.07% | +9.33% |
| Axis Aggresive Hybrid Fund Regular Growth | +1.07% | +9.1% | +7.8% |
Results are calculated on CAGR basis
About Fund
To generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities.
The Invesco India Aggressive Hybrid FundRegular Growth has an AUM of 759.90 crores & has delivered CAGR of 9.33 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.98%. The minimum investment in Invesco India Aggressive Hybrid FundRegular Growth is Rs 1000 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include Invesco India Low Dur Dir Gr, HDFC Bank, ICICI Bank, Infosys.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services, Construction Services.
Some of the similar funds are JM Aggressive Hybrid Fund Growth, Baroda BNP Paribas Aggressive Equity Hybrid Regular Growth, Union Aggressive Hybrid Fund Regular Growth, Invesco India Aggressive Hybrid FundRegular Growth, Axis Aggresive Hybrid Fund Regular Growth. Invesco India Aggressive Hybrid FundRegular Growth has a sharpe ratio of 0.38 & a standard deviation of 12.58%.
FAQs
According to the morning star rating Invesco India Aggressive Hybrid FundRegular Growth has a Medium risk & Good return.
Invesco India Aggressive Hybrid FundRegular Growth is managed by Krishna Cheemalapati,Amey Sathe,Hiten Jain.
The expense ratio of Invesco India Aggressive Hybrid FundRegular Growth is 1.98%.
The 5 year annualized return on Invesco India Aggressive Hybrid FundRegular Growth is 9.33% & it has generated -5.38% in the last 1 year.
The minimum investment in Invesco India Aggressive Hybrid FundRegular Growth is 1000 Rs.
Invesco India Aggressive Hybrid FundRegular Growth has an AUM of 759.90 crores.
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