Invesco India Aggressive Hybrid Fund(G)-Direct Plan
View the regular plan of this scheme
Rs 24.3732 0.0903(0.372 %) NAV as on 23 Apr 2025
Scheme Objective: To generate capital appreciation and current income by investing in equity & equity related instruments as well as debt securities.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Performance (As on 23 Apr 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | -1.34 % | 15.22 % | 17.61 % | 20.49 % | 13.96 % |
NIFTY 50 | -0.44 % | 8.77 % | 12.29 % | 21.16 % | N/A |
Portfolio
Aggressive hybrid funds invest the majority (up to 80%) of their portfolio in equities and hold the rest in debt instruments. This makes them lower risk and lower volatile than pure equity funds. On the equity side, funds invest across market capitalisations and in rising markets can hold significant mid-cap exposure. On the debt side, funds generally stick to a simple accrual strategy of investing and holding top-rated bonds.
These funds suit first-time equity investors. They also suit conservative investors who want equity exposure. They can also be used to mitigate risks of high-risk investors who want to invest heavily in equity. These funds need a minimum 3 year holding period.