Invesco India Aggressive Hybrid Fund Direct Growth
Get the latest NAV of Invesco India Aggressive Hybrid Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹24.55
▲2.5%1D
NAV as on 12 May 2025
13.95%/per year
Since Inception
▲▼
232 people have invested ₹ 10.9L in Invesco India Aggressive Hybrid Fund Direct Growth in the last three months
Fund Performance
as on (12-May-25)
Invesco India Aggressive Hybrid Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 5 out of 19 mutual funds in the aggressive allocation category as per INDmoney.
Invesco India Aggressive Hybrid Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Invesco India Aggressive Hybrid Fund Asset Allocation
See fund asset allocation details as on (15-Apr-25)
Fund Distribution
as on (15-Apr-25)
Equity 65.8%
Debt & Cash 34.2%
Invesco India Aggressive Hybrid Fund Sector Allocation
See fund sector allocation details as on (15-Apr-25)
Sector Allocation
Equity 65.8%
Debt & Cash 34.2%
Top 3 Sectors in March were Government, Corporate & Financial Services
Government
52%
Financial Services
30%
Corporate
30%
Government
58%
Corporate
31%
Financial Services
30%
Invesco India Aggressive Hybrid Fund Holdings Details
as on (30-Apr-25)
Equity
Debt & Cash
Invesco India Aggressive Hybrid Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.81% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| AUM | ₹653 Cr |
| Inception Date | 30 June, 2018 |
| Min Lumpsum/SIP | ₹1000/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 140.26% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Invesco India Aggressive Hybrid Fund
Invesco India Aggressive Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 30 June, 2018. The fund is managed by Dhimant Kothari, Krishna Cheemalapati. This fund gives you the benefit of diversification.
Key Parameters
- Invesco India Aggressive Hybrid Fund Direct Growth has ₹653 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
- The fund has an expense ratio 0.8.
Returns
Invesco India Aggressive Hybrid Fund Direct Growth has given a CAGR return of 13.95% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 16.08%, 21.26% and 20.93% respectively.
Holdings
Invesco India Aggressive Hybrid Fund Direct Growth has allocated its funds majorly in Government, Financial Services, Corporate, Cash Equivalent, Consumer Cyclical, Industrial, Tech, Basic Materials, Health, Communication, Utilities, Real Estate, Consumer Defensive.
Taxation
As it is a aggressive allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Invesco India Aggressive Hybrid Fund Direct Growth
To generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. Invesco India Aggressive Hybrid Fund Direct Growth has no lock in period.
Fund Manager
Dhimant Kothari
Fund Manager of Invesco India Aggressive Hybrid Fund Direct Growth, since 1 September 2022
Krishna Cheemalapati
Fund Manager of Invesco India Aggressive Hybrid Fund Direct Growth, since 30 June 2018
- AUM of the fund stands at 617.8 Cr as of Mar'25
- AUM increased by 47.6 Cr between Mar'25 and Feb'25
More funds from Invesco
5Y CAGR
▲ 16.50
5Y CAGR
▲ 12.50
Frequently Asked Questions for Invesco India Aggressive Hybrid Fund Direct Growth
What is the current NAV of Invesco India Aggressive Hybrid Fund Direct Growth?
What are the average returns of Invesco India Aggressive Hybrid Fund Direct Growth?
Invesco India Aggressive Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 5.88% | 5.88% |
6 Month Returns | 0.78% | 0.78% |
1 Year Returns | 16.08% | 16.08% |
3 Years Returns | 78.31% | 21.26% |
How do I invest in Invesco India Aggressive Hybrid Fund Direct Growth?
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
What is the expense ratio of Invesco India Aggressive Hybrid Fund Direct Growth?
What is net assets under management (AUM) of Invesco India Aggressive Hybrid Fund Direct Growth?
What are the top 5 holdings of Invesco India Aggressive Hybrid Fund Direct Growth?
What are the top 3 sectors that this Invesco India Aggressive Hybrid Fund Direct Growth has invested in?
What is the credit rating breakup of Invesco India Aggressive Hybrid Fund Direct Growth?
AAA | 84.06 |
AA | 15.94 |