Hybrid | Aggressive Hybrid Fund
3Y Returns
17.52%
Min SIP
₹500
Min Lumpsum
₹1000
Expense Ratio
0.85%
Fund Size
₹435 Cr
Inception Date
30-Jun-18
Fund Manager
Dhimant Kothari
Exit Load
Nil upto 10% of units and 1% for above the limits on or before 1Y, Nil after 1Y.
Overall Fund Zi Tag
Asset Allocation
Equity
73.04%
Debt & Others
26.96%
Market Cap Allocation
Large Cap
46.69%
Mid Cap
14.08%
Small Cap
12.27%
Other Cap
26.96%
Investment 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.
Fund House Detail
AMC Name
Invesco Asset Management Company Pvt Ltd.
Scheme Document
https://invescomutualfund.com/literature-and-form?tab=SchemeAddress
2101-A, A Wing, 21st Floor, Marathon Futurex,N. M. Joshi Marg, Lower ParelMumbai - 400 013
Invesco India Equity And Bond Fund - Direct Plan Growth
1Y
42.05%
3Y
17.52%
5Y
18.55%
Jm Equity Hybrid Fund (Direct) - Growth Option
1Y
45.72%
3Y
22.86%
5Y
27.6%
Icici Prudential Equity And Debt Fund - Direct Plan - Growth
1Y
35.66%
3Y
21.08%
5Y
24.75%
Edelweiss Aggressive Hybrid Fund - Direct Growth
1Y
35.83%
3Y
19.96%
5Y
21.88%
Icici Prudential Thematic Advantage Fund (Fof) - Direct Plan - Growth
1Y
39.03%
3Y
19.84%
5Y
27.83%
Bank Of India Mid & Small Cap Equity & Debt Fund Direct Plan - Growthgrowth
1Y
38.98%
3Y
19.11%
5Y
28.6%
Mahindra Manulife Aggressive Hybrid Fund - Direct - Growth
1Y
35.61%
3Y
18.15%
5Y
23%
Quant Absolute Fund Direct Plan - Growth
1Y
34.68%
3Y
17.97%
5Y
28.01%
Uti Hybrid Equity Fund - Direct Growth Plan
1Y
33.41%
3Y
17.42%
5Y
21.31%
Kotak Equity Hybrid Fund - Direct Plan Growth
1Y
34.54%
3Y
17.34%
5Y
21.66%
Nippon India Equity Hybrid Fund Direct Plan Growth Option
1Y
30.16%
3Y
16.85%
5Y
15.92%
Icici Prudential Passive Strategy Fund (Fof) - Direct Plan - Growth
1Y
35.07%
3Y
16.83%
5Y
20.43%
Franklin India Equity Hybrid Fund - Direct Growth
1Y
30.15%
3Y
15.05%
5Y
18.7%
Navi Equity Hybrid Fund Direct Plan Growth
1Y
26.83%
3Y
14.41%
5Y
16.49%
Bandhan Hybrid Equity Fund Direct Plan-Growth
1Y
32.74%
3Y
14.31%
5Y
19.33%
Dsp Equity And Bond Fund - Direct Plan - Growth
1Y
32.41%
3Y
14.26%
5Y
18.9%
Tata Hybrid Equity Fund Direct Plan Growth
1Y
27.47%
3Y
14.03%
5Y
17.44%
Shriram Hybrid Equity Fund Direct - Growth
1Y
33.51%
3Y
13.94%
5Y
16.47%
Mirae Asset Hybrid - Equity Fund - Direct Plan - Growth
1Y
28.55%
3Y
13.91%
5Y
18.67%
Canara Robeco Equity Hybrid Fund Direct Growth
1Y
30.31%
3Y
13.81%
5Y
18.91%
Hdfc Hybrid Equity Fund - Direct Plan - Growth Option
1Y
21.44%
3Y
13.62%
5Y
17.81%
Lic Aggressive Hybrid Fund - Direct Plan - Growth
1Y
30.69%
3Y
13.13%
5Y
14.89%
Groww Aggressive Hybrid Fund-Direct Plan - Growth
1Y
29.49%
3Y
12.93%
5Y
16.63%
Union Hybrid Equity Fund - Direct Plan - Growth
1Y
26.78%
3Y
12.43%
5Y
NA
Aditya Birla Sun Life Equity Hybrid 95 Fund - Growth-Direct Plan
1Y
29.42%
3Y
12.17%
5Y
16.56%
Sbi Equity Hybrid Fund Direct Growth
1Y
25.19%
3Y
11.6%
5Y
16.21%
Axis Equity Hybrid Fund - Direct Plan Growth
1Y
27.89%
3Y
9.78%
5Y
15.3%
Pgim India Hybrid Equity Fund - Direct Plan - Growth - Growth
1Y
24.48%
3Y
9.33%
5Y
15.13%
Motilal Oswal Equity Hybrid Fund-Direct Plan Growth
1Y
6.06%
3Y
6.49%
5Y
12.22%
Hsbc Equity Hybrid Fund Direct Plan Growth
1Y
NA
3Y
-0.28%
5Y
9.07%
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The information is only for consumption by the client and such material should not be redistributed.