info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Invesco Mutual Fund

Invesco India Aggressive Hybrid Fund - Regular Plan - Growth

★★★★★ monitor_heart Health Score: 70/100 · Good

Invesco Mutual Fund · Hybrid · Aggressive Hybrid

₹21.12

-0.01 (-0.03%) trending_down

AUM: ₹718 Cr

NAV updated 15 days ago

Plan

Regular

Option

Growth

Risk

High

Expense Ratio

0.89%

Exit Load

Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.

Fund Manager

Krishna Venkat Cheemalpati, Amit Ganatra, Taher Badshah

Inception

Jun 2018

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

Sharpe Ratio

-1.15

Std Dev (1Y)

10.8%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+3.8055633363%

3m

+3.4791461723%

6m

-4.5568908066%

1y

-5.7201341678%

3y

+12.544339566240499%

5y

+11.03904863764%

10y

since inception

+9.81%

rate_review TopFund's Take on Invesco India Aggressive Hybrid Fund - Regular Plan - Growth

Invesco India Aggressive Hybrid Fund - Regular Plan - Growth holds up reasonably well within the Aggressive Hybrid category, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 70/100.

Cost: At 0.89%, the expense ratio is meaningfully cheaper — about 11% below the Aggressive Hybrid category average of 1.0% (based on 167 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.15 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 10.8% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

pie_chart Asset Allocation

Equity 70.50%
Mutual Fund 7.59%
Certificate of Deposit 6.24%
Debenture 5.45%
Repo 3.80%
Non Convertible Debenture 3.42%
GOI Securities 2.21%
Bonds/Debentures 1.32%

Frequently Asked Questions about Invesco India Aggressive Hybrid Fund - Regular Plan - Growth

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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