Get the latest NAV of Invesco India Aggressive Hybrid FundRegular 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.
₹22.60
▲0.8%1D
NAV as on 20 Jun 2025
12.4%/per year
Since Inception
▲▼
as on (20-Jun-25)
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 65%
Debt & Cash 35%
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 65%
Debt & Cash 35%
Top 3 Sectors in May were Government, Financial Services & Corporate
Corporate
46%
Government
32%
Financial Services
29%
Government
52%
Financial Services
30%
Corporate
30%
as on (31-May-25)
Equity
Debt & Cash
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
Expense ratio | 2.33% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
AUM | ₹704 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 | High Risk |
Invesco India Aggressive Hybrid FundRegular 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.
Invesco India Aggressive Hybrid FundRegular Growth has given a CAGR return of 12.40% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.82%, 21.04% and 17.91% respectively.
Invesco India Aggressive Hybrid FundRegular Growth has allocated its funds majorly in Corporate, Government, Financial Services, Cash Equivalent, Consumer Cyclical, Industrial, Tech, Health, Basic Materials, Communication, Utilities, Real Estate, Consumer Defensive.
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).
To generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities.
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. Invesco India Aggressive Hybrid FundRegular Growth has no lock in period.
Fund Manager of Invesco India Aggressive Hybrid FundRegular Growth, since 1 September 2022
Fund Manager of Invesco India Aggressive Hybrid FundRegular Growth, since 30 June 2018
5Y CAGR
▲ 19.84
5Y CAGR
▲ 15.40
5Y CAGR
▲ 11.93