Invesco India Aggressive Hybrid Fund – Direct Growth

Hybrid · Aggressive Hybrid
 · ★★★
500
Min SIP
1,000
Min Lumpsum
0.85 %
Expense Ratio
★★★
Rating
439
Fund Size (in Cr)
6 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 04 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 34.9% 15.8% 15.3% 13.6%
Category Average 24.3% 14.6% 16.6% -

Scheme Allocation

By Holding
By Sector
By Asset
5.9%
3.78%
2.98%
2.64%
2.05%
Others
82.65%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 5.9%
NTPC Power Generation & Distribution Equity 3.78%
HDFC Bank Banks Equity 2.98%
Infosys IT - Software Equity 2.64%
Trent Retail Equity 2.05%
Titan Company Diamond, Gems and Jewellery Equity 1.99%
Concord Biotech Pharmaceuticals Equity 1.81%
Hind.Aeronautics Aerospace & Defence Equity 1.56%
St Bk of India Banks Equity 1.54%
IndusInd Bank Banks Equity 1.53%
Zomato Ltd E-Commerce/App based Aggregator Equity 1.5%
Jio Financial Finance Equity 1.5%
Sun Pharma.Inds. Pharmaceuticals Equity 1.44%
M & M Automobile Equity 1.41%
Reliance Industr Refineries Equity 1.33%
Bharat Electron Aerospace & Defence Equity 1.29%
Cholaman.Inv.&Fn Finance Equity 1.2%
Bharti Airtel PP Telecomm-Service Equity 1.18%
Bank of Baroda Banks Equity 1.17%
Century Textiles Paper Equity 1.15%
Persistent Sys IT - Software Equity 1.14%
Tube Investments Auto Ancillaries Equity 1.12%
Home First Finan Finance Equity 1.09%
GAIL (India) Gas Distribution Equity 1.08%
PB Fintech. IT - Software Equity 1.08%
Bajaj Finance Finance Equity 1.05%
UltraTech Cem. Cement Equity 1.03%
Coforge IT - Software Equity 1.02%
BSE Miscellaneous Equity 1.01%
Kajaria Ceramics Ceramic Products Equity 1%
Bharat Forge Castings, Forgings & Fastners Equity 0.96%
Phoenix Mills Realty Equity 0.96%
TVS Motor Co. Automobile Equity 0.95%
Divi's Lab. Pharmaceuticals Equity 0.93%
Bharat Dynamics Aerospace & Defence Equity 0.91%
Endurance Tech. Auto Ancillaries Equity 0.9%
Equitas Sma. Fin Banks Equity 0.87%
CreditAcc. Gram. Finance Equity 0.86%
Hindalco Inds. Non Ferrous Metals Equity 0.86%
Interglobe Aviat Air Transport Service Equity 0.85%
LTIMindtree IT - Software Equity 0.84%
Varun Beverages FMCG Equity 0.84%
Max Financial Finance Equity 0.83%
Tata Steel Steel Equity 0.8%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 0.8%
Abbott India Pharmaceuticals Equity 0.8%
KEI Industries Cables Equity 0.79%
Uno Minda Auto Ancillaries Equity 0.74%
Maruti Suzuki Automobile Equity 0.73%
Kaynes Tech Consumer Durables Equity 0.64%
Power Grid Corpn Power Generation & Distribution Equity 0.63%
360 ONE Finance Equity 0.63%
P I Industries Agro Chemicals Equity 0.61%
Uniparts India Engineering Equity 0.61%
PNC Infratech Construction Equity 0.6%
Solar Industries Aerospace & Defence Equity 0.58%
Aether Industri. Chemicals Equity 0.52%
Syrma SGS Tech. Electronics Equity 0.51%
KNR Construct. Construction Equity 0.48%
Page Industries Readymade Garments/ Apparells Equity 0.47%
Avenue Super. Retail Equity 0.47%
Havells India Consumer Durables Equity 0.46%
FSN E-Commerce E-Commerce/App based Aggregator Equity 0.43%
Vedant Fashions Retail Equity 0.27%
Bata India Leather Equity 0.26%
VRL Logistics Logistics Equity 0.23%
Debt
23.62%
Banks
13.99%
Finance
6.33%
IT-Software
5.64%
Pharmaceuticals & Biotech
4.98%
Others
45.44%
View all Sectors
Sectors Asset
Debt 23.62%
Banks 13.99%
Finance 6.33%
IT-Software 5.64%
Pharmaceuticals & Biotech 4.98%
Retailing 4.72%
Power 4.41%
Aerospace & Defense 3.76%
Consumer Durables 3.71%
Automobiles 3.09%
Auto Components 2.76%
Industrial Products 2.55%
Cash & Others 2.19%
Industrial Manufacturing 1.76%
Petroleum Products 1.33%
Telecom-Services 1.18%
Paper, Forest & Jute Prod 1.15%
Chemicals & Petrochemical 1.1%
Transport Services 1.08%
Gas 1.08%
Construction 1.08%
Financial Technology (Fin 1.08%
Cement & Cement Products 1.03%
Capital Markets 1.01%
Realty 0.96%
Non-Ferrous Metals 0.86%
Beverages 0.84%
Insurance 0.83%
Ferrous Metals 0.8%
Fertilisers & Agrochemica 0.61%
Textiles & Apparels 0.47%
Equity
74.19%
Govt Securities / Sovereign
21.8%
Net Curr Ass/Net Receivables
2.19%
Debt & Others
1.12%
Reverse Repos
0.7%

Advance Ratio

3.37
Alpha
2.82
SD
0.64
Beta
0.92
Sharpe

Exit Load

Exit Load if units are redeemed/switched out within 1 year from the date of allotment: if upto 10% of units allotted are redeemed / switched out - Nil any redemption / switch-out of units in excess of 10% of units allotted - 1%. if units are redeemed/switched out after 1 year from the date of allotment, no exit load is payable.

Fund Objective

To generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Fund Managers

Dhimant Kothari - Fund Manager

Dhimant has 17 years of financial and stock research expertise. He is presently at Invesco as a ‘Fund Manager.’ Dhimant is a Chartered Accountant with a Commerce degree from Jawaharlal Nehru University in Mumbai.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Invesco Mutual Fund
AUM:
63,689 Cr
Address:
2101-A, A Wing, 21st Floor, Marathon Futurex, N.M.Joshi Marg, Lower Parel, Mumbai 400 013.
Contact:
022 - 67310000
Email ID:
mfservices@invesco.com

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Frequently Asked Questions

How to invest in Invesco India Aggressive Hybrid Fund – Direct Growth ?

You can invest in Invesco India Aggressive Hybrid Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Invesco India Aggressive Hybrid Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Invesco India Aggressive Hybrid Fund – Direct Growth ?

The NAV of Invesco India Aggressive Hybrid Fund – Direct Growth is ₹20.6 as of 04 March 2024.

How to redeem Invesco India Aggressive Hybrid Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Invesco India Aggressive Hybrid Fund – Direct Growth?

The minimum SIP amount of Invesco India Aggressive Hybrid Fund – Direct Growth is ₹500

What are the top sectors Invesco India Aggressive Hybrid Fund – Direct Growth has invested in?

The top sectors Invesco India Aggressive Hybrid Fund – Direct Growth has invested in are
  1. Debt - 23.62%
  2. Banks - 13.99%
  3. Finance - 6.33%
  4. IT-Software - 5.64%
  5. Pharmaceuticals & Biotech - 4.98%

Can I make investments in both the SIP and Lump Sum schemes of Invesco India Aggressive Hybrid Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Invesco India Aggressive Hybrid Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Invesco India Aggressive Hybrid Fund – Direct Growth generated ?

The Invesco India Aggressive Hybrid Fund – Direct Growth has delivered 13.6% since inception

What is the expense ratio of Invesco India Aggressive Hybrid Fund – Direct Growth ?

The expense ratio of Invesco India Aggressive Hybrid Fund – Direct Growth is 0.85 % as of 04 March 2024.

What is the AUM of Invesco India Aggressive Hybrid Fund – Direct Growth?

The AUM of Invesco India Aggressive Hybrid Fund – Direct Growth is ₹63,689 Cr as of 04 March 2024

What are the top stock holdings of Invesco India Aggressive Hybrid Fund – Direct Growth?

The top stock holdings of Invesco India Aggressive Hybrid Fund – Direct Growth are
  1. ICICI Bank - 5.9%
  2. NTPC - 3.78%
  3. HDFC Bank - 2.98%
  4. Infosys - 2.64%
  5. Trent - 2.05%

How can I redeem my investments in Invesco India Aggressive Hybrid Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Invesco India Aggressive Hybrid Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now