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Aggressive HybridregulargrowthVery High📊 CRISIL Hybrid 35 + 65 - Aggressive Index

Invesco India Aggressive Hybrid Fund - Regular Plan - Growth

Invesco Mutual Fund

#30 of 30 (1Y)

₹20.6358

0.22 (-1.04%)

NAV as of 29 May 2026

LowLow toModerateModerateModerately HighHighVery High
Riskometer
Very High

Today's NAV — all variants

Regular · Growth

₹₹20.6358

0.22 (-1.04%)

29 May 2026

AMFI: 143536

Direct · Growth

₹₹23.3740

0.24 (-1.04%)

29 May 2026

AMFI: 143537

Regular · IDCW

₹₹20.6369

0.22 (-1.04%)

29 May 2026

AMFI: 143534

Direct · IDCW

₹₹23.2726

0.24 (-1.04%)

29 May 2026

AMFI: 143532

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-1.54%
1 Month-2.77%
3 Months-6.21%
6 Months-9.68%
1 Year-8.05%
3 Years (CAGR)+11.48%
5 Years (CAGR)+9.80%
10 Years (CAGR)
Since Inception (Jun 2018)+9.52%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-11.68%
3 Year SIP+2.63%
5 Year SIP+7.45%
Since Inception (Jun 2018)+9.67%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹47,500

Invested

₹70,216

Value today

9.7%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹2,064

Value today

9.5%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹4,75,000

Withdrawn

₹13,61,422

Corpus left

+₹8,36,422 net gain — withdrew ₹4,75,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹12,48,846

Value today

+0.9%

vs lumpsum

STP beat direct lumpsum by 0.9% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹2,52,973

Value today

2.5×

Multiple

Staying invested through that crash turned ₹1L into ₹2,52,973 — a 2.5× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 7 years

Expense ratio drag on your actual returns

Direct plan

₹64,139

Regular plan

₹60,026

Direct earns ₹4,113 more on a ₹42K investment1.40% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseInvesco Mutual Fund
CategoryAggressive Hybrid
Plan Typeregular
Optiongrowth
AUM₹787 Cr
Expense Ratio2.24%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkCRISIL Hybrid 35 + 65 - Aggressive Index
Launch Date11 Jun 2018
AMFI Code143536

Risk Metrics

Trailing 1 year, annualised

-1.02

Sharpe Ratio

Alpha

Beta

-0.95

Sortino

11.10%

Std Dev

-16.24%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Apr 2026

Equity9 holdings · 1858.0%
Security% NAV

7.8% National Bank For Agriculture and Rural Development 2027 **

INE261F08EF5

329.00%

7.53% National Bank For Agriculture and Rural Development 2028

INE261F08EM1

328.00%

8.20% Adani Power Limited 2029 **

INE814H07208

325.00%

7.19% JIO Credit Limited 2028 **

INE282H07018

324.00%

7.32% Government of India 2030

IN0020230135

134.00%

9.40% TVS Credit Services Limited 2026 **

INE729N08048

132.00%

7.95% HDFC Bank Limited 2026 **

INE040A08369

131.00%

7.51% Tata Housing Development Company Limited 2028 **

INE582L08078

78.00%

7.6% Torrent Pharmaceuticals Limited 2029

INE685A07157

77.00%
Fund Units1 holding · 755.0%
Security% NAV

Invesco India Low Duration Fund - Direct Plan - Growth

INF205K01NY8

755.00%
Other40 holdings · 6684.0%
Security% NAV

HDFC Bank Limited

INE040A01034

526.00%

ICICI Bank Limited

INE090A01021

464.00%

Infosys Limited

INE009A01021

388.00%

Kotak Mahindra Bank Ltd

INE237A01036

277.00%

Tata Consultancy Services Limited

INE467B01029

250.00%

Reliance Industries Limited

INE002A01018

235.00%

ITC Limited

INE154A01025

227.00%

InterGlobe Aviation Limited

INE646L01027

225.00%

Larsen & Toubro Limited

INE018A01030

221.00%

Hindustan Unilever Limited

INE030A01027

193.00%

Tech Mahindra Limited

INE669C01036

174.00%

IndusInd Bank Limited ^^^

INE095A01012

168.00%

Varun Beverages Ltd

INE200M01039

162.00%

Godrej Consumer Products Limited

INE102D01028

154.00%

ICICI Lombard General Insurance Company Limited

INE765G01017

153.00%

SBI Life Insurance Company Limited

INE123W01016

150.00%

Mahindra & Mahindra Limited

INE101A01026

150.00%

Trent Limited

INE849A01020

149.00%

HDB Financial Services Limited

INE756I01012

146.00%

Delhivery Limited

INE148O01028

135.00%

Cholamandalam Investment and Finance Company Limited

INE121A01024

133.00%

The Phoenix Mills Limited

INE211B01039

132.00%

Hyundai Motor India Ltd ‡

INE0V6F01027

131.00%

Eternal Limited

INE758T01015

130.00%

Supreme Industries Limited

INE195A01028

128.00%

Bajaj Finance Ltd

INE296A01032

123.00%

Ambuja Cements Limited

INE079A01024

117.00%

Crompton Greaves Consumer Electricals Limited

INE299U01018

116.00%

Tata Motors Ltd

INE1TAE01010

113.00%

Metro Brands Limited

INE317I01021

107.00%

Global Health Limited

INE474Q01031

104.00%

Honeywell Automation India Limited

INE671A01010

98.00%

Coforge Limited

INE591G01025

97.00%

JK Cement Limited

INE823G01014

94.00%

Home First Finance Company India Limited

INE481N01025

93.00%

Grindwell Norton Limited

INE536A01023

93.00%

G R Infraprojects Limited

INE201P01022

86.00%

Entero Healthcare Solutions Ltd

INE010601016

84.00%

Mrs. Bectors Food Specialities Ltd

INE495P01020

81.00%

Cholamandalam Investment and Finance Company LtdCCD

INE121A08PJ0

77.00%

Performance Comparison

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Investment Objective

Invesco India Aggressive Hybrid Fund - Regular Plan - Growth aims to generate long-term capital appreciation with moderate income by investing 65-80% in equity and 20-35% in debt instruments. This asset allocation provides equity upside with a debt cushion during market downturns.

About This Fund

Invesco India Aggressive Hybrid Fund - Regular Plan - Growth is a Aggressive Hybrid mutual fund offered by Invesco Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹787 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against CRISIL Hybrid 35 + 65 - Aggressive Index. The current expense ratio is 2.24%.

Who Should Invest?

  • Aggressive investors comfortable with significant short-term volatility
  • Investors with a long-term horizon of 7+ years who can ride out market cycles
  • SIP investors who can benefit from rupee cost averaging during market fluctuations