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This 3-Year-Old Aggressive Hybrid Fund Has Given 26% SIP Returns In 3 Years

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Choosing schemes that allow access to multiple asset classes within a single fund is one of the simplest ways to address asset allocation. Here's where hybrid categories come into play. For financial gain, an investor seeking equity and debt allocation might select an aggressive hybrid mutual fund. The fund we have highlighted here on one of the aggressive hybrid mutual funds. This is a 3-year old fund. Check out returns and portfolio to know more.

 

Invesco India Equity & Bond Fund - Direct Plan-Growth

Invesco India Equity & Bond Fund - Direct Plan-Growth

This Aggressive Hybrid Fund Was Launched on 30 June 2018 by the Invesco Mutual Fund. This is an open-ended fund. This fund primarily invests in equity and equity-related instruments as well debt securities to generate returns or capital gain.

The fund has worth Rs 388.9 Crore of Asset Under Management. The recent NAV of this fund dated 13th April 2022 is Rs 15.1045. The expense ratio of this fund is 0.84%, which is below its category average and what the peer funds changes in its category. 

On a risk level, it is a moderate risky fund. Mutual Fund rating agency CRISIL rates this fund 3 star. The fund has given average performance among its peer funds. For investment in the fund, the amount required is Rs 1000 for a lump-sum payment, for SIP, it is Rs 500. This fund has no lock-in period. 

Absolute And Annualised Returns
 

Absolute And Annualised Returns

Lump-Sum Investment Returns

Since its launch, it has delivered 11.50% average annual returns.

Investment PeriodAbsolute ReturnsAnnualised Returns
1 Year16.05%16.05%
2 Year60.79%26.80%
3 Year42.86%12.60%
Since Inception51.04%11.50%

SIP Returns 

SIP PeriodAbsolute ReturnsAnnualised Returns
1 Year3.23%6.04%
2 Year18.83%17.57%
3 Year26.00%15.59%
Portfolio

Portfolio

The fund invests in Indian stocks at a rate of 74.63 per cent, with 36.18 per cent in large-cap companies, 15.61 per cent in mid-size stocks, and 6.8 per cent in small-cap equities.

The fund's debt investment is 14.57 per cent, with 10.24 per cent in government securities and 4.33 per cent in funds investing in very low-risk securities.

The equity element of the fund is predominantly invested in the financial, technology, automobile, healthcare, and energy industries. In comparison to other funds in the category, it has acquired less exposure in the financial and technology industries.

The fund's top holdings are in the Government of India, ICICI Bank Ltd., HDFC Bank Ltd., Infosys Ltd., and Reliance Industries Ltd.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.

Read more about: mutual funds mutual fund
Story first published: Thursday, April 14, 2022, 18:43 [IST]
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