Previously Known As : Invesco India Equity & Bond Fund

Invesco India Aggressive Hybrid Fund Overview
Category		Aggressive Hybrid Fund
BMSMONEY	Rank	1
BMSMONEY	Rating
Growth Option 21-02-2025
NAV		₹20.51_(R)		-0.63%	₹22.77_(D)	-0.63%
Returns		1Y	3Y	5Y	7Y	10Y
Lumpsum	Regular	10.34%	13.28%	12.44%	-%	-%
	Direct	12.12%	15.13%	14.27%	-%	-%
	Benchmark
SIP (XIRR)	Regular	-3.53%	14.99%	14.7%	-%	-%
SIP (XIRR)	Direct	-1.91%	16.9%	16.59%	-%	-%
Ratio		Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio		0.64	0.31	0.69	2.89%	0.06
Risk		STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk		10.73%	-13.18%	-10.33%	1.09	7.68%

Top Aggressive Hybrid Fund
Fund Name	Rank	Rating
Invesco India Aggressive Hybrid Fund	1
UTI Aggressive Hybrid Fund	2
Icici Prudential Equity & Debt Fund	3
Edelweiss Aggressive Hybrid Fund	4
Dsp Equity & Bond Fund	5
JM Aggressive Hybrid Fund	6

NAV Date: 21-02-2025

Scheme Name	NAV	Rupee Change	Percent Change
Invesco India Aggressive Hybrid Fund - Regular Plan - IDCW (Payout / Reinvestment)	20.51	-0.1300	-0.6300%
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth	20.51	-0.1300	-0.6300%
Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment)	22.68	-0.1400	-0.6300%
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth	22.77	-0.1400	-0.6300%

Review Date: 21-02-2025

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}	Performance
1M Return %	-4.70	-2.74	-7.78 \| -0.02	27 \| 28	Poor
3M Return %	-6.13	-4.03	-9.27 \| 0.43	26 \| 28	Poor
6M Return %	-5.89	-7.41	-15.24 \| -1.99	8 \| 28	Good
1Y Return %	10.34	6.31	-3.70 \| 13.64	2 \| 28	Very Good
3Y Return %	13.28	11.88	7.45 \| 18.91	7 \| 27	Very Good
5Y Return %	12.44	14.31	9.49 \| 21.37	18 \| 25	Average
1Y SIP Return %	-3.53	-4.52	-16.40 \| 3.80	12 \| 28	Good
3Y SIP Return %	14.99	12.28	7.85 \| 18.88	6 \| 27	Very Good
5Y SIP Return %	14.70	14.64	10.02 \| 21.48	12 \| 25	Good
Standard Deviation	10.73	10.53	9.08 \| 14.74	18 \| 26	Average
Semi Deviation	7.68	7.48	6.29 \| 11.05	20 \| 26	Average
Max Drawdown %	-10.33	-9.73	-16.14 \| -7.11	17 \| 26	Average
VaR 1 Y %	-13.18	-13.16	-25.77 \| -9.77	17 \| 26	Average
Average Drawdown %	-5.63	-4.78	-7.35 \| -2.75	22 \| 26	Poor
Sharpe Ratio	0.64	0.46	0.04 \| 0.98	5 \| 26	Very Good
Sterling Ratio	0.69	0.62	0.33 \| 0.98	7 \| 26	Very Good
Sortino Ratio	0.31	0.24	0.04 \| 0.52	5 \| 26	Very Good
Jensen Alpha %	2.89	0.85	-5.18 \| 8.78	5 \| 26	Very Good
Treynor Ratio	0.06	0.04	0.00 \| 0.11	5 \| 26	Very Good
Modigliani Square Measure %	11.47	10.04	5.75 \| 15.29	7 \| 26	Very Good
Alpha %	3.82	1.75	-3.02 \| 8.94	6 \| 26	Very Good

_{Return data last Updated On :
Feb. 21, 2025.

Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Jan. 31, 2025

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	-4.58	-2.64	-7.66 \| 0.04	27 \| 28
3M Return %	-5.76	-3.74	-8.95 \| 0.60	26 \| 28
6M Return %	-5.15	-6.85	-14.67 \| -1.66	7 \| 28
1Y Return %	12.12	7.61	-2.45 \| 14.83	2 \| 28
3Y Return %	15.13	13.23	8.73 \| 20.54	7 \| 27
5Y Return %	14.27	15.68	10.73 \| 22.75	15 \| 25
1Y SIP Return %	-1.91	-3.32	-15.26 \| 4.92	12 \| 28
3Y SIP Return %	16.90	13.66	9.66 \| 20.77	5 \| 27
5Y SIP Return %	16.59	16.06	11.84 \| 22.40	10 \| 25
Standard Deviation	10.73	10.53	9.08 \| 14.74	18 \| 26
Semi Deviation	7.68	7.48	6.29 \| 11.05	20 \| 26
Max Drawdown %	-10.33	-9.73	-16.14 \| -7.11	17 \| 26
VaR 1 Y %	-13.18	-13.16	-25.77 \| -9.77	17 \| 26
Average Drawdown %	-5.63	-4.78	-7.35 \| -2.75	22 \| 26
Sharpe Ratio	0.64	0.46	0.04 \| 0.98	5 \| 26
Sterling Ratio	0.69	0.62	0.33 \| 0.98	7 \| 26
Sortino Ratio	0.31	0.24	0.04 \| 0.52	5 \| 26
Jensen Alpha %	2.89	0.85	-5.18 \| 8.78	5 \| 26
Treynor Ratio	0.06	0.04	0.00 \| 0.11	5 \| 26
Modigliani Square Measure %	11.47	10.04	5.75 \| 15.29	7 \| 26
Alpha %	3.82	1.75	-3.02 \| 8.94	6 \| 26

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	-0.63	₹ 9,937.00	-0.63	₹ 9,937.00
1W	-0.85	₹ 9,915.00	-0.82	₹ 9,918.00
1M	-4.70	₹ 9,530.00	-4.58	₹ 9,542.00
3M	-6.13	₹ 9,387.00	-5.76	₹ 9,424.00
6M	-5.89	₹ 9,411.00	-5.15	₹ 9,485.00
1Y	10.34	₹ 11,034.00	12.12	₹ 11,212.00
3Y	13.28	₹ 14,537.00	15.13	₹ 15,261.00
5Y	12.44	₹ 17,973.00	14.27	₹ 19,482.00
7Y		₹		₹
10Y		₹		₹
15Y		₹		₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period	Invested Amount	Regular		Direct
Investment Period	Invested Amount	XIRR %	Current Value of Invested Amount	XIRR %	Current Value of Invested Amount
1Y	₹ 12000	-3.53	₹ 11,768.24	-1.91	₹ 11,874.83
3Y	₹ 36000	14.99	₹ 45,006.88	16.90	₹ 46,254.67
5Y	₹ 60000	14.70	₹ 86,753.22	16.59	₹ 90,896.52
7Y	₹ 84000		₹		₹
10Y	₹ 120000		₹		₹
15Y	₹ 180000		₹		₹

Date	Invesco India Aggressive Hybrid Fund NAV Regular Growth	Invesco India Aggressive Hybrid Fund NAV Direct Growth
21-02-2025	20.5085	22.7723
20-02-2025	20.6387	22.9159
19-02-2025	20.5647	22.8327
18-02-2025	20.5074	22.7682
17-02-2025	20.5846	22.8529
14-02-2025	20.6847	22.9611
13-02-2025	21.0351	23.349
12-02-2025	21.0525	23.3673
11-02-2025	21.1486	23.473
10-02-2025	21.4743	23.8334
07-02-2025	21.748	24.1341
06-02-2025	21.7443	24.129
05-02-2025	21.8658	24.2627
04-02-2025	21.7963	24.1846
03-02-2025	21.6035	23.9697
31-01-2025	21.6282	23.994
30-01-2025	21.4145	23.7559
29-01-2025	21.3851	23.7223
28-01-2025	21.0712	23.3731
27-01-2025	21.1044	23.4089
24-01-2025	21.4427	23.781
23-01-2025	21.6077	23.9631
22-01-2025	21.3881	23.7185
21-01-2025	21.5203	23.8641

Fund Launch Date: 11/Jun/2018
Fund Category: Aggressive Hybrid Fund
Investment Objective: To generate capital appreciation and currentincome by investing in equity & equity relatedinstruments as well as debt securities.
Fund Description: An open ended hybrid scheme investing predominantly in equity and equity related instruments
Fund Benchmark: CRISIL Hybrid 35 + 65 - Aggressive Index

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Invesco India Aggressive Hybrid Fund

Previously Known As : Invesco India Equity & Bond Fund

Invesco India Aggressive Hybrid Fund NAV

Invesco India Aggressive Hybrid Fund Review

Invesco India Aggressive Hybrid Fund Performance Comparison with Peers (Regular Plan Chart)

Invesco India Aggressive Hybrid Fund Review Dashboard (Regular Plan)

Invesco India Aggressive Hybrid Fund Review Dashboard (Direct Plan)

Invesco India Aggressive Hybrid Fund Lumpsum Returns and Investment Value

Invesco India Aggressive Hybrid Fund SIP Return and Investment Value

Invesco India Aggressive Hybrid Fund NAV History

Invesco India Aggressive Hybrid Fund Information