Invesco India Aggressive Hybrid Fund – Direct Growth

Hybrid · Aggressive Hybrid
 · ★★★
₹ 500
Min SIP
₹ 1,000
Min Lumpsum
0.91 %
Expense Ratio
★★★
Rating
426
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 10 May 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 32.5% 16.8% 15.5% 13.6%
Category Average 19.1% 15.1% 15.6% -

Scheme Allocation

By Holding
By Sector
By Asset
6.56%
3.07%
2.91%
2.54%
2.25%
Others
82.67%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 6.56%
HDFC Bank Banks Equity 3.07%
Trent Retail Equity 2.91%
NTPC Power Generation & Distribution Equity 2.54%
Infosys IT - Software Equity 2.25%
Zomato Ltd E-Commerce/App based Aggregator Equity 2.07%
Concord Biotech Pharmaceuticals Equity 2.06%
Hind.Aeronautics Aerospace & Defence Equity 2.03%
St Bk of India Banks Equity 1.97%
Titan Company Diamond, Gems and Jewellery Equity 1.92%
M & M Automobile Equity 1.83%
Bharat Electron Aerospace & Defence Equity 1.61%
Century Textiles Paper Equity 1.6%
Sun Pharma.Inds. Pharmaceuticals Equity 1.51%
IndusInd Bank Banks Equity 1.5%
Bharti Airtel PP Telecomm-Service Equity 1.43%
Reliance Industr Refineries Equity 1.35%
PB Fintech. IT - Software Equity 1.35%
Bank of Baroda Banks Equity 1.32%
Phoenix Mills Realty Equity 1.24%
BSE Financial Services Equity 1.21%
Cholaman.Inv.&Fn Finance Equity 1.2%
Interglobe Aviat Air Transport Service Equity 1.14%
Tube Investments Steel Equity 1.07%
Bajaj Finance Finance Equity 1.05%
Bharat Dynamics Aerospace & Defence Equity 1.05%
Home First Finan Finance Equity 1.01%
Divi's Lab. Pharmaceuticals Equity 1.01%
UltraTech Cem. Cement Equity 1.01%
Bharat Forge Castings, Forgings & Fastners Equity 0.98%
Jio Financial Finance Equity 0.98%
KEI Industries Cables Equity 0.98%
TVS Motor Co. Automobile Equity 0.97%
Varun Beverages FMCG Equity 0.96%
CSB Bank Banks Equity 0.93%
Max Financial Finance Equity 0.93%
Persistent Sys IT - Software Equity 0.91%
Maruti Suzuki Automobile Equity 0.91%
Kajaria Ceramics Ceramic Products Equity 0.87%
Endurance Tech. Auto Ancillaries Equity 0.84%
Coforge IT - Software Equity 0.83%
CreditAcc. Gram. Finance Equity 0.81%
Equitas Sma. Fin Banks Equity 0.81%
Abbott India Pharmaceuticals Equity 0.81%
360 ONE Finance Equity 0.79%
Uno Minda Auto Ancillaries Equity 0.78%
Power Grid Corpn Power Generation & Distribution Equity 0.73%
LTIMindtree IT - Software Equity 0.72%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 0.71%
P I Industries Agro Chemicals Equity 0.66%
Uniparts India Engineering Equity 0.58%
Avenue Super. Retail Equity 0.56%
Aether Industri. Chemicals Equity 0.49%
VRL Logistics Logistics Equity 0.48%
FSN E-Commerce E-Commerce/App based Aggregator Equity 0.46%
Page Industries Readymade Garments/ Apparells Equity 0.31%
Debt
26.51%
Banks
13.96%
Finance
6.32%
IT-Software
5.61%
Retailing
5.42%
Others
42.18%
View all Sectors
Sectors Asset
Debt 26.51%
Banks 13.96%
Finance 6.32%
IT-Software 5.61%
Retailing 5.42%
Pharmaceuticals & Biotech 5.07%
Power 4.21%
Aerospace & Defense 3.9%
Automobiles 3.4%
Consumer Durables 3.36%
Auto Components 2.46%
Industrial Products 2.35%
Industrial Manufacturing 1.68%
Transport Services 1.38%
Petroleum Products 1.33%
Financial Technology (Fin 1.23%
Paper, Forest & Jute Prod 1.11%
Chemicals & Petrochemical 1.1%
Telecom-Services 1.09%
Realty 1.07%
Capital Markets 1.01%
Construction 1.01%
Cement & Cement Products 0.99%
Beverages 0.9%
Insurance 0.88%
Ferrous Metals 0.81%
Gas 0.76%
Fertilisers & Agrochemica 0.65%
Textiles & Apparels 0.42%
Cash & Others 0.01%
Equity
72.66%
Govt Securities / Sovereign
23.18%
Reverse Repos
2.05%
Debt & Others
1.12%
Corporate Debentures
0.68%
Others
0.31%
View all Assets
Assets Asset
Equity 72.66%
Govt Securities / Sovereign 23.18%
Reverse Repos 2.05%
Debt & Others 1.12%
Corporate Debentures 0.68%
Net Curr Ass/Net Receivables 0.31%

Advance Ratio

4.23
Alpha
2.77
SD
0.64
Beta
0.93
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:
74,378 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

More Funds from Invesco Mutual Fund

Fund Name

Mutual Funds By Category

Equity

Debt

Hybrid

equity
Large Cap Mutual Funds Large Cap Mutual Funds
Large Cap
Fund Name
Mid Cap Mutual Funds Mid Cap Mutual Funds
Mid Cap
Fund Name
Small Cap Mutual Funds Small Cap Mutual Funds
Small Cap
Fund Name
Multi Cap Funds Multi Cap Funds
Multi Cap
Fund Name
ELSS Mutual Funds ELSS Mutual Funds
ELSS
Fund Name
Dividend Yield Funds Dividend Yield Funds
Dividend Yield
Fund Name
Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
Sectoral / Thematic
Fund Name
Focused Funds Focused Funds
Focused
Fund Name
debt
Ultra Short Duration Funds Ultra Short Duration Funds
Ultra Short Duration
Fund Name
Liquid Mutual Funds Liquid Mutual Funds
Liquid
Fund Name
Gilt Mutual Funds Gilt Mutual Funds
Gilt
Fund Name
Long Duration Funds Long Duration Funds
Long Duration
Fund Name
Overnight Mutual Funds Overnight Mutual Funds
Overnight
Fund Name
Floater Mutual Funds Floater Mutual Funds
Floater
Fund Name
hybrid
Arbitrage Mutual Funds Arbitrage Mutual Funds
Arbitrage
Fund Name
Equity Savings Mutual Funds Equity Savings Mutual Funds
Equity Savings
Fund Name
Aggressive Hybrid Mutual Funds Aggressive Hybrid Mutual Funds
Aggressive Hybrid
Fund Name

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 ₹21.1 as of 10 May 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 - 26.51%
  2. Banks - 13.96%
  3. Finance - 6.32%
  4. IT-Software - 5.61%
  5. Retailing - 5.42%

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 0.91 % as of 10 May 2024.

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

The AUM of Invesco India Aggressive Hybrid Fund – Direct Growth is ₹74,378 Cr as of 10 May 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 - 6.56%
  2. HDFC Bank - 3.07%
  3. Trent - 2.91%
  4. NTPC - 2.54%
  5. Infosys - 2.25%

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