Aeterna Wealth
Aggressive Hybrid · Regular plan · Growth

Invesco India Aggressive Hybrid Fund (Regular)

Invesco Mutual Fund · benchmark: 65% Nifty 50 TRI + 35% bond funds · 8.3 years old · AMFI code 143536

Tax: Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

B
Track-record rating: 20 of 28 in Aggressive Hybrid

B (middle of the peer group), score 33.0 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months3.9%3.8%+0.0%8 / 28
1 year-3.2%1.0%-4.2%28 / 28
3 years (a year)10.1%9.1%+1.0%25 / 28
5 years (a year)8.1%7.5%+0.6%16 / 25

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y11.5%
Max fall, 5Y-16.2%
Up capture, 3Y126
Down capture, 3Y140
Information ratio, 3Y0.25
Jensen's alpha, 3Y+0.8%
Beta, 3Y1.18
Sharpe, 3Y0.31

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Invesco India Aggressive Hybrid Fund (Regular plan)?

₹21.86 on 6 Nov 2026 (Growth option).

What is the expense ratio of Invesco India Aggressive Hybrid Fund (Regular)?

2.42% a year; the Direct plan's is 0.91%.

What return has Invesco India Aggressive Hybrid Fund given over 3 years?

10.1% a year (Regular plan) over the 3 years to 6 Nov 2026, against 9.1% for its composite benchmark (65% Nifty 50 TRI + 35% bond funds).

How is Invesco India Aggressive Hybrid Fund taxed?

Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

How is Invesco India Aggressive Hybrid Fund rated?

B: 20 of 28 Regular plans in Aggressive Hybrid, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Invesco Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.