- Home
- Mutual Funds
- Invesco Mutual Fund
- Invesco India Aggressive Hybrid Fund Direct-idcw
Fund Overview of Invesco India Aggressive Hybrid Fund Direct-idcw
-
₹702.2 CrAUM
-
₹23.87NAV
-
1.17%Expense Ratio
-
HybridFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Invesco India Aggressive Hybrid Fund Direct-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 4.29% | NA | 2.67% |
| 6 Months | -5.28% | NA | 10.68% |
| 1 Year | -4.81% | -4.81% | 2.84% |
| 2 Years | 3.91% | 1.94% | 17.05% |
| 3 Years | 44.02% | 12.93% | 16.22% |
| 5 Years | 72.30% | 11.49% | 18.30% |
| 7 Years | 127.03% | 12.43% | NA |
Compare Invesco India Aggressive Hybrid Fund Direct-idcw with other mutual funds in the same category
Invesco India Aggressive Hybrid Fund Direct-idcw
SBI Children's Fund - Investment Plan Direct-growth
SBI Children's Fund - Investment Plan Regular-growth
Asset Allocation
equities
70.50%debt instruments
25.63%other assets or cash equivalents
3.87%Invesco India Aggressive Hybrid Fund Direct-idcw is one Hybrid mutual fund offered by Invesco Mutual Fund. Launched on 30 Jun 2018, the fund aims Capital appreciation and current income over medium to long term. Investments in equity & equity related instruments and fixed income securities. It manages assets worth ₹702.2 crore as on Sun May 31, 2026. The expense ratio stands at 1.17%. Fund Manager Manager Education Fund Manager Manager EducationAbout Invesco India Aggressive Hybrid Fund Direct-idcw
The portfolio allocation consists of 70.50% in equities, 25.63% in debt instruments, 3.87% in other assets or cash equivalents.Managed by Krishna Venkat Cheemalapati, it has delivered a return of -4.81% in the last year, a total return since inception of 11.60%.
To make informed investment decisions it helps to also review best sip in india that align with long-term goals.
Key Metrics of Invesco India Aggressive Hybrid Fund Direct-idcw
-
Standard Deviation12.62%
-
Sharpe Ratio0.55%
Fund Details
|
|
Top Performing Mutual Funds
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Invesco Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Invesco India Aggressive Hybrid Fund Regular-growth
|
₹702 | 2.72% | 3.89% | -6.01% | -6.30% | 11.15% |
|
Invesco India Aggressive Hybrid Fund Direct-growth
|
₹702 | 2.86% | 4.29% | -5.28% | -4.81% | 12.93% |
|
Invesco India Aggressive Hybrid Fund Regular-idcw
|
₹702 | 2.72% | 3.89% | -6.01% | -6.30% | 11.15% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Equity Hybrid Fund-growth |
₹84,011 | ₹311.29 | 13.10% | 11.08% | 12.10% |
| SBI Equity Hybrid Fund Direct Plan-growth |
₹84,011 | ₹345.91 | 13.86% | 11.83% | 12.96% |
| SBI Equity Hybrid Fund-idcw |
₹84,011 | ₹65.96 | 13.10% | 11.08% | 12.10% |
| SBI Equity Hybrid Fund Direct Plan-idcw |
₹84,011 | ₹101.22 | 13.86% | 11.83% | 12.96% |
| ICICI Prudential Equity & Debt Fund Direct-growth |
₹50,033 | ₹448.16 | 16.70% | 17.26% | 16.38% |
| ICICI Prudential Equity & Debt Fund-growth |
₹50,033 | ₹401.77 | 16.01% | 16.59% | 15.50% |
| ICICI Prudential Equity & Debt Fund-idcw Half Yearly |
₹50,033 | ₹25.44 | 16.01% | 16.59% | 15.50% |
| ICICI Prudential Equity & Debt Fund Direct-idcw Half Yearly |
₹50,033 | ₹29.04 | 16.70% | 17.26% | 16.38% |
| ICICI Prudential Equity & Debt Fund Direct-idcw Monthly |
₹50,033 | ₹70.21 | 16.70% | 17.26% | 16.38% |
| ICICI Prudential Equity & Debt Fund-idcw Monthly |
₹50,033 | ₹43.03 | 16.01% | 16.59% | 15.50% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Invesco India Low Duration Fund Direct-growth | Unspecified | 7.59% | ₹57.68 Cr |
| Hdfc Bank Ltd | Financial | 5.09% | ₹38.72 Cr |
| Icici Bank Ltd | Financial | 4.63% | ₹35.18 Cr |
| Infosys Ltd | Technology | 3.82% | ₹29.02 Cr |
| Repo | Unspecified | 3.80% | ₹28.91 Cr |
| Adani Power Limited Sr Ii 8.20 Ncd 25jn29 Fvrs1lac | Energy & Utilities | 3.26% | ₹24.75 Cr |
| Bank Of Baroda Cd 04feb27 | Financial | 3.12% | ₹23.74 Cr |
| Small Industries Dev Bank Of India (04/02/2027) ** | Financial | 3.12% | ₹23.72 Cr |
| Kotak Mahindra Bank Ltd | Financial | 2.78% | ₹21.13 Cr |
| Interglobe Aviation Ltd | Industrials | 2.32% | ₹17.62 Cr |
| Tata Consultancy Services Ltd | Technology | 2.29% | ₹17.39 Cr |
| Itc Ltd | Consumer Staples | 2.27% | ₹17.21 Cr |
| Reliance Industries Ltd | Energy & Utilities | 2.17% | ₹16.52 Cr |
| Larsen & Toubro Ltd | Industrials | 2.04% | ₹15.49 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 1.85% | ₹14.09 Cr |
| Tech Mahindra Ltd | Technology | 1.76% | ₹13.36 Cr |
| Sbi Life Insurance Company Ltd | Financial | 1.69% | ₹12.81 Cr |
| Indusind Bank Ltd | Financial | 1.68% | ₹12.80 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 1.67% | ₹12.72 Cr |
| Varun Beverages Ltd | Consumer Staples | 1.67% | ₹12.67 Cr |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| SBI Children's Fund - Investment Plan Direct-growth |
₹51.38 | 23.07% | 25.33% | - |
| SBI Children's Fund - Investment Plan Regular-growth |
₹47.83 | 21.73% | 23.83% | - |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-growth |
₹31.22 | 21.17% | 17.61% | - |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-idcw |
₹31.22 | 21.17% | 17.61% | - |
| ICICI Prudential Equity & Debt Fund Direct-growth |
₹448.16 | 16.70% | 17.26% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Half Yearly |
₹29.04 | 16.70% | 17.26% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Monthly |
₹70.21 | 16.70% | 17.26% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Yearly |
₹28.65 | 16.70% | 17.26% | - |
| Bank Of India Mid & Small Cap Equity & Debt Fund Direct-growth |
₹45.72 | 20.52% | 16.95% | - |
| Bank Of India Mid & Small Cap Equity & Debt Fund Direct-idcw |
₹35.94 | 20.52% | 16.95% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Invesco India Aggressive Hybrid Fund Direct-idcw
What is the current AUM of Invesco India Aggressive Hybrid Fund Direct-idcw?
As of Sun May 31, 2026, Invesco India Aggressive Hybrid Fund Direct-idcw manages assets worth ₹702.2 crore
How has Invesco India Aggressive Hybrid Fund Direct-idcw performed recently?
- 3 Months: 4.29%
- 6 Months: -5.28%
What is the long-term performance of Invesco India Aggressive Hybrid Fund Direct-idcw?
- 3 Years CAGR: 12.93%
- 5 Years CAGR: 11.49%
- Since Inception: 11.60%
What is the portfolio composition of Invesco India Aggressive Hybrid Fund Direct-idcw?
Equity: 70.50%, Debt: 25.63%, Others: 3.87%.
Who manages Invesco India Aggressive Hybrid Fund Direct-idcw?
Invesco India Aggressive Hybrid Fund Direct-idcw is managed by Krishna Venkat Cheemalapati from Invesco Mutual Fund.
What is the market-cap allocation of Invesco India Aggressive Hybrid Fund Direct-idcw?
Large Cap: 65.97%, Mid Cap: 15.96%, Small Cap: 18.07%.
Which are the top companies Invesco India Aggressive Hybrid Fund Direct-idcw has invested in?
- Invesco India Low Duration Fund Direct-Growth – 7.59% of the fund's portfolio
- HDFC Bank Ltd – 5.09% of the fund's portfolio
- ICICI Bank Ltd – 4.63% of the fund's portfolio
- Infosys Ltd – 3.82% of the fund's portfolio
- Repo – 3.80% of the fund's portfolio
Which are the major sectors Invesco India Aggressive Hybrid Fund Direct-idcw focuses on?
- Financial – 23.78% of the fund's portfolio
- Unspecified – 11.39% of the fund's portfolio
- Technology – 7.87% of the fund's portfolio
- Consumer Staples – 5.79% of the fund's portfolio
- Energy & Utilities – 5.43% of the fund's portfolio
Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.
Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.
Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.
For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.
For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
