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Fund Overview of Invesco India Aggressive Hybrid Fund Regular-idcw
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₹702.2 CrAUM
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₹21.15NAV
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2.68%Expense Ratio
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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 Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 3.89% | NA | 2.67% |
| 6 Months | -6.01% | NA | 10.68% |
| 1 Year | -6.30% | -6.30% | 2.84% |
| 2 Years | 0.66% | 0.33% | 17.05% |
| 3 Years | 37.32% | 11.15% | 16.22% |
| 5 Years | 59.01% | 9.72% | 18.30% |
| 7 Years | 103.33% | 10.67% | NA |
Compare Invesco India Aggressive Hybrid Fund Regular-idcw with other mutual funds in the same category
Invesco India Aggressive Hybrid Fund Regular-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 Regular-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 2.68%. Fund Manager Manager Education Fund Manager Manager EducationAbout Invesco India Aggressive Hybrid Fund Regular-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 -6.30% in the last year, a total return since inception of 9.85%.
To take informed investment decisions it is useful to explore best sip investment that align with financial planning needs.
Key Metrics of Invesco India Aggressive Hybrid Fund Regular-idcw
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Standard Deviation12.60%
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Sharpe Ratio0.43%
Fund Details
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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% |
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Invesco India Aggressive Hybrid Fund Direct-growth
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₹702 | 2.86% | 4.29% | -5.28% | -4.81% | 12.93% |
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Invesco India Aggressive Hybrid Fund Direct-idcw
|
₹702 | 2.86% | 4.29% | -5.28% | -4.81% | 12.93% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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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 Regular-idcw
What is the current AUM of Invesco India Aggressive Hybrid Fund Regular-idcw?
As of Sun May 31, 2026, Invesco India Aggressive Hybrid Fund Regular-idcw manages assets worth ₹702.2 crore
How has Invesco India Aggressive Hybrid Fund Regular-idcw performed recently?
- 3 Months: 3.89%
- 6 Months: -6.01%
What is the long-term performance of Invesco India Aggressive Hybrid Fund Regular-idcw?
- 3 Years CAGR: 11.15%
- 5 Years CAGR: 9.72%
- Since Inception: 9.85%
What is the portfolio composition of Invesco India Aggressive Hybrid Fund Regular-idcw?
Equity: 70.50%, Debt: 25.63%, Others: 3.87%.
Who manages Invesco India Aggressive Hybrid Fund Regular-idcw?
Invesco India Aggressive Hybrid Fund Regular-idcw is managed by Krishna Venkat Cheemalapati from Invesco Mutual Fund.
What is the market-cap allocation of Invesco India Aggressive Hybrid Fund Regular-idcw?
Large Cap: 65.97%, Mid Cap: 15.96%, Small Cap: 18.07%.
Which are the top companies Invesco India Aggressive Hybrid Fund Regular-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 Regular-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
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