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 India Aggressive Hybrid Fund - Regular Plan - Growth
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 3/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 68/100 · Good
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)11.59%
- Expense ratio (20%)0.87%
- AUM (15%)₹787 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Invesco Mutual Fund · Hybrid · Aggressive Hybrid
₹24.35
AUM: ₹786 Cr
NAV updated 22 days ago
Plan
Regular
Option
Growth
Risk
High
Expense Ratio
0.87%
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
-1.0
Std Dev (1Y)
10.81%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.07%
3m
+4.68%
6m
+2.36%
1y
-3.27%
3y
+11.59%
5y
+10.04%
10y
—
since inception
+9.73%
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 68/100.
Cost: At 0.87%, the expense ratio is roughly in line with the Aggressive Hybrid category average of 0.88% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.0 — 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 10.81% is on the lower side for a Aggressive Hybrid fund, 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.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Invesco India Aggressive Hybrid Fund - Regular Plan - Growth
The current NAV (Net Asset Value) of Invesco India Aggressive Hybrid Fund - Regular Plan - Growth is ₹24.35. NAV is updated every business day after market close by AMFI.
1Y: -3.27% · 3Y CAGR: 11.59% · 5Y CAGR: 10.04%
The expense ratio of Invesco India Aggressive Hybrid Fund - Regular Plan - Growth is 0.87% per annum. This is the annual fee charged by the fund to manage your investment.
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth is managed by Krishna Venkat Cheemalpati, Amit Ganatra, Taher Badshah at Invesco Mutual Fund.
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth is a Aggressive Hybrid fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Invesco India Aggressive Hybrid Fund - Regular Plan - Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Invesco India Aggressive Hybrid Fund - Regular Plan - Growth is ₹787 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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