Invesco India Aggressive Hybrid Fund - Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 100% of 3-year investment horizons.
- 5-Year CAGR of 8.32% demonstrates steady long-term compounding.
- Equities carry market risk; returns fluctuate and recommended investment horizon is 5+ years.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +6.76% | +6.16% | +0.60% |
| 3 Months | +2.10% | +1.07% | +1.03% |
| 6 Months | +5.48% | +5.38% | +0.10% |
| 1 Year | -3.04% | +2.59% | -5.63% |
| 3 Years CAGR | +10.36% | +10.89% | -0.53% |
| 5 Years CAGR | +8.32% | +8.84% | -0.52% |
| 7 Years CAGR | +10.48% | +12.32% | -1.84% |
| Since Inception | +9.88% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in Invesco India Aggressive Hybrid Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | -2.69% | +2.63% | -5.32% |
| 2025 | -0.22% | +6.01% | -6.23% |
| 2024 | +26.08% | +15.75% | +10.33% |
| 2023 | +23.78% | +20.35% | +3.43% |
| 2022 | -0.88% | +2.27% | -3.15% |
| 2021 | +20.76% | +23.77% | -3.01% |
| 2020 | +9.67% | +13.43% | -3.76% |
| 2019 | +9.69% | +10.39% | -0.70% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -20.53% | +11.60% | +9.11% | +55.00% | 75.1% | 39.6% |
| 3-Year Rolling | +6.82% | +13.50% | +13.88% | +21.05% | 100.0% | 44.8% |
| 5-Year Rolling | +6.78% | +13.17% | +13.25% | +21.01% | 100.0% | 9.4% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2020-02-20 | 2020-03-23 | -28.5% | 1 months | 8 months |
| 2024-12-16 | 2026-03-30 | -16.2% | 15 months | Not yet recovered |
| 2022-01-17 | 2022-06-20 | -15.6% | 5 months | 11 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity Related Instruments: Min. 65% Max. 80% Debt and Money Market Instruments: Min.20% Max. 35% Gold / Silver ETFs / ETCDs : Min.0% Max. 15%. Units issued by InvITs: Min. o% Max. 10% * Debt includes Government Securities #Exposure to ETCDs shall not exceed 10% of NAV of the Scheme | Per Scheme Mandate |
Investment Objective & Strategy
To generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities. There is no assurance that the investment objective of the Scheme will be achieved
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 787 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Aggressive Hybrid schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Aggressive Hybrid Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Axis Aggressive Hybrid Fund | 3.3 | +10.31% | 2.20% | 74.6% | Rs 1,476 cr | Compare → |
| LIC MF Aggressive Hybrid Fund | 2.1 | +10.38% | 2.87% | 66.0% | Rs 574 cr | Compare → |
| Union Aggressive Hybrid Fund | 3.7 | +10.39% | 2.75% | 68.3% | Rs 772 cr | Compare → |
| Groww Aggressive Hybrid Fund formerly known as Indiabulls Equity Hybrid Fund | 2.2 | +9.02% | 2.83% | 71.9% | Rs 55.7 cr | Compare → |
| JM Aggressive Hybrid Fund | 3.5 | +11.27% | 2.66% | 70.4% | Rs 676 cr | Compare → |
Frequently Asked Questions about Invesco India Aggressive Hybrid Fund
What is the expense ratio of Invesco India Aggressive Hybrid Fund?
Invesco India Aggressive Hybrid Fund has a total expense ratio (TER) of 2.42% with a base expense ratio of 2.0%, compared to the Aggressive Hybrid category median of 2.20%.
Who manages Invesco India Aggressive Hybrid Fund?
Invesco India Aggressive Hybrid Fund is managed by Amey Sathe (tenure: 1.0 years since 2025-11-04).
What are the historical returns of Invesco India Aggressive Hybrid Fund?
Invesco India Aggressive Hybrid Fund delivered a 3-year CAGR of 10.36% and a 5-year CAGR of 8.32%. Its 1-year return stands at -3.04%.
How large is Invesco India Aggressive Hybrid Fund?
Invesco India Aggressive Hybrid Fund manages assets of Rs 787 cr, placing it in the 'comfortable' size band relative to Aggressive Hybrid peers.
How is Invesco India Aggressive Hybrid Fund scored on MFIQ?
Invesco India Aggressive Hybrid Fund holds an MFIQ Score of 3.3/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Invesco India Aggressive Hybrid Fund?
Invesco India Aggressive Hybrid Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 11.03% with a maximum historical drawdown of -28.51%.