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Invesco India Aggressive Hybrid Fund - Direct Plan - Growth

Invesco · Aggressive Hybrid
High
₹24.17
Current NAV
25 Jun 2026
16.8%
1Y Return
8.3%
3Y CAGR
11.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.68%.
  • Very large asset base (AUM: ₹21,630 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Aggressive Hybrid mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.08
Sharpe Ratio
1.28
Beta
-0.92
Alpha
1.49
Sortino
Fund Details
Fund House Invesco
Category Aggressive Hybrid
AUM ₹21630 Cr
Expense Ratio 0.68%
Min SIP ₹500
Min Lumpsum ₹1000
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