
Invesco India Aggressive Hybrid Fund(G)-Direct Plan
+9.62%
5Y annualised
+9.62%
5Y annualised
-0.02% 1D
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Buy, Hold or Sell?
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NAV : 11 Sep 2026
₹23.98
Min. SIP amount
₹100
Fund size (AUM)
776 Cr
Expense ratio
0.69%
Launched on
30 Jun 2018
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 11 Sep 2026
₹23.98
Min. SIP amount
₹100
Fund size (AUM)
776 Cr
Expense ratio
0.69%
Launched on
30 Jun 2018
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
45.06%
Mid Cap
10.60%
Small Cap
13.99%
Others
30.35%
Sector Allocation
Bank
15.06%
Corporate Debt
13.47%
It
10.25%
Domestic Mutual Funds Units
7.58%
Fmcg
7.29%
Domestic Equities
4.30%
Retailing
4.30%
Government Securities
4.10%
Others
33.66%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil upto 10% of units and 1% for above the limits on or before 1Y, Nil after 1Y
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Hiten Jain
Present
Amey Sathe
Present
Krishna Cheemalapati
Present
Similar/Peer Fund Comparison
Bank of India Aggressive Hybrid Fund(G)-Direct Plan
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HSBC Aggressive Hybrid Active FOF(G)-Direct Plan
Bandhan Aggressive Hybrid Fund(G)-Direct Plan
HSBC Aggressive Hybrid Fund(G)-Direct Plan
HSBC Income Plus Arbitrage Active FOF(G)-Direct Plan
FAQs
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