Compare Invesco India Aggressive Hybrid Fund vs JM Aggressive Hybrid Fund
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.39 | 2.27 |
NAV | ₹21.77 | ₹120.59 |
Fund Started | 11 Jun 2018 | 12 Dec 1994 |
Fund Size | ₹549.17 Cr | ₹678.92 Cr |
Exit Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. | Exit load of 1%, if redeemed within 60 days. |
Returns
1 Year | 31.95% | 33.92% |
3 Year | 13.53% | 19.40% |
5 Year | 14.61% | 24.58% |
Holding Analysis
Equity | 66.16% | 72.58% |
Cash | 2.25% | 8.08% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Hiten Jain | Satish Ramanathan |
Start Date | 01 Dec 2023 | 01 Oct 2024 |
About Fund
Description | The scheme seeks to generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities. | The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity. |
Launch Date | 11 Jun 2018 | 12 Dec 1994 |
