Invesco India Aggressive Hybrid Fund vs Invesco India Equity Savings Fund
Direct Plan, Growth option · Data as on 30-10-2026
Invesco India Aggressive Hybrid Fund is an Aggressive Hybrid fund and Invesco India Equity Savings Fund is an Equity Savings fund. In the 3 years to 30-10-2026, Invesco India Aggressive Hybrid Fund (Direct) returned 10.8% a year and Invesco India Equity Savings Fund (Direct) returned 8.5% a year. Invesco India Aggressive Hybrid Fund charges 0.91% a year and Invesco India Equity Savings Fund 1.51% (Direct plans). Their portfolios overlap 33.9%: they hold 23 of the same securities.
Invesco India Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 10.8%
- Expense ratio
- 0.91%
- NAV
- ₹23.64
Invesco India Equity Savings Fund
Equity Savings
- 3 year return
- 8.5%
- Expense ratio
- 1.51%
- NAV
- ₹18.77
Which is better, Invesco India Aggressive Hybrid or Invesco India Equity Savings? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Invesco India Aggressive Hybrid returned more over 5 years: 9.0% a year against 7.2%.
- Invesco India Aggressive Hybrid returned more over 3 years: 10.8% a year against 8.5%.
- Invesco India Aggressive Hybrid costs less: 0.91% a year against 1.51% (Direct plans).
- Invesco India Equity Savings swung less over 3 years: a standard deviation of 5.3% a year against 10.8%.
- Invesco India Equity Savings fell less in its worst fall since 08-03-2019: −13.6% against −28.4%.
- Invesco India Aggressive Hybrid is the larger fund: ₹741 Cr against ₹268 Cr.
- Their portfolios overlap 33.9%: 23 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Invesco India Aggressive Hybrid Fund | Invesco India Equity Savings Fund |
|---|---|---|
| Fund house | Invesco Mutual Fund | Invesco Mutual Fund |
| Category | Aggressive Hybrid | Equity Savings |
| AUM | ₹741 Cr (30-09-2026) | ₹268 Cr (30-09-2026) |
| NAV | ₹23.64 (Direct) | ₹18.77 (Direct) |
| Expense ratio (Direct) | 0.91% | 1.51% |
| Expense ratio (Regular) | 2.42% | 2.97% |
| Riskometer | Very High | Moderate |
| Benchmark | CRISIL Hybrid 35+65 - Aggressive Index | Nifty Equity Savings Index |
| Launch date | 30-06-2018 | 07-03-2019 |
| Minimum investment | Not available | Not available |
| Lock in | None | None |
| Fund managers | Krishna Cheemalapati, Hiten Jain, Amey Sathe | Krishna Cheemalapati, Deepak Gupta, Amey Sathe |
| Exit load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. | Exit load of 0.25% if redeemed within 1 month. |
Invesco India Aggressive Hybrid vs Invesco India Equity Savings: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Invesco India Aggressive Hybrid Fund (Direct) | +0.69% | −3.26% | +0.58% | −7.82% | +10.84% | +9.02% | -- |
| Invesco India Equity Savings Fund (Direct) | +0.16% | −0.83% | +2.49% | −1.47% | +8.51% | +7.22% | -- |
| Aggressive Hybrid average | −0.88% | −3.67% | −0.27% | −3.33% | +10.77% | +9.35% | -- |
| Equity Savings average | −0.02% | −0.68% | +1.71% | +2.12% | +8.55% | +7.55% | -- |
Category average: the average of the 29 Aggressive Hybrid funds and the 23 Equity Savings funds, same plan type.
Invesco India Aggressive Hybrid vs Invesco India Equity Savings: Year-wise Returns
| Year | Aggressive HybridInvesco India Aggressive Hybrid | Equity SavingsInvesco India Equity Savings |
|---|---|---|
| 2026to date | −7.29% | −0.44% |
| 2025 | +1.36% | +1.97% |
| 2024 | +28.17% | +18.39% |
| 2023 | +25.78% | +17.28% |
| 2022 | +0.74% | +0.11% |
| 2021 | +22.76% | +12.22% |
Invesco India Aggressive Hybrid vs Invesco India Equity Savings: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 1,144 of them, one for each trading day from 08-03-2022 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Invesco India Aggressive Hybrid Fund (Direct)
Invesco India Equity Savings Fund (Direct)
to
Jul 2022May 2020
to
May 2023Feb 2021
to
Feb 2024Dec 2021
to
Dec 2024Sept 2022
to
Sept 2025Jun 2023
to
Jun 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco India Aggressive Hybrid | 0.0 | 0.0 | 3.9 | 33.6 | 57.3 | 5.2 | 0.0 | 15.5% | 16.0% | 8.3% | 23.0% |
| Invesco India Equity Savings | 0.0 | 0.0 | 50.1 | 49.9 | 0.0 | 0.0 | 0.0 | 10.2% | 10.0% | 6.4% | 14.8% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 08-03-2019. Past returns do not promise future returns.
Invesco India Aggressive Hybrid vs Invesco India Equity Savings: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 01-03-2019 to 30-10-2026: 92 instalments, ₹9,20,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Invesco India Aggressive HybridInvesco India Aggressive Hybrid Fund (Direct) | ₹9,20,000 | ₹13,92,006 | ₹4,72,006 | 10.6% |
| Invesco India Equity SavingsInvesco India Equity Savings Fund (Direct) | ₹9,20,000 | ₹12,56,601 | ₹3,36,601 | 8.0% |
Invesco India Aggressive HybridInvesco India Aggressive Hybrid Fund (Direct)
Invesco India Equity SavingsInvesco India Equity Savings Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Invesco India Aggressive Hybrid vs Invesco India Equity Savings: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Invesco India Aggressive Hybrid Fund (Direct) | Invesco India Equity Savings Fund (Direct) |
|---|---|---|
| Return (CAGR) | −7.82% | −1.47% |
| Standard deviation | 10.86% | 5.10% |
| Sharpe ratio | -1.20 | -1.32 |
| Sortino ratio | -1.60 | -1.78 |
| Maximum drawdown | −14.2% (30-03-2026) | −6.6% (30-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Invesco India Aggressive Hybrid Fund (Direct) | Invesco India Equity Savings Fund (Direct) |
|---|---|---|
| Return (CAGR) | +10.84% | +8.51% |
| Standard deviation | 10.84% | 5.30% |
| Sharpe ratio | 0.44 | 0.47 |
| Sortino ratio | 0.61 | 0.65 |
| Maximum drawdown | −14.5% (30-03-2026) | −6.8% (30-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Invesco India Aggressive Hybrid Fund (Direct) | Invesco India Equity Savings Fund (Direct) |
|---|---|---|
| Return (CAGR) | +9.02% | +7.22% |
| Standard deviation | 10.60% | 5.33% |
| Sharpe ratio | 0.30 | 0.27 |
| Sortino ratio | 0.41 | 0.36 |
| Maximum drawdown | −15.0% (20-06-2022) | −8.0% (17-06-2022) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Invesco India Aggressive Hybrid Fund (Direct) | Invesco India Equity Savings Fund (Direct) |
|---|---|---|
| Return (CAGR) | +10.85% | +8.59% |
| Standard deviation | 12.17% | 6.04% |
| Sharpe ratio | 0.46 | 0.56 |
| Sortino ratio | 0.61 | 0.76 |
| Maximum drawdown | −28.4% (23-03-2020) | −13.6% (23-03-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 04-07-2018 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Invesco India Aggressive Hybrid Fund (Direct)
Invesco India Equity Savings Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Invesco India Aggressive Hybrid Fund (Direct) | −28.4% | 20-02-2020 | 23-03-2020 | 09-11-2020 | 8 months | −8.3% |
| Invesco India Equity Savings Fund (Direct) | −13.6% | 19-02-2020 | 23-03-2020 | 23-07-2020 | 4 months | −1.8% |
From daily values since 08-03-2019, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Invesco India Aggressive Hybrid Fund (Direct)
Invesco India Equity Savings Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Invesco India Aggressive Hybrid Fund (Direct)
Invesco India Equity Savings Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Invesco India Aggressive Hybrid Fund (Direct)
Invesco India Equity Savings Fund (Direct)
Invesco India Aggressive Hybrid vs Invesco India Equity Savings: Portfolio Overlap
From each fund's latest monthly portfolio: Invesco India Aggressive Hybrid Fund, September 2026; Invesco India Equity Savings Fund, September 2026
Holdings in common
- Overlap
- 33.9%
- Held by both
- 23
- Only in Invesco India Aggressive Hybrid
- 39
- Only in Invesco India Equity Savings
- 30
| Security | % of Invesco India Aggressive Hybrid | % of Invesco India Equity Savings |
|---|---|---|
| HDFC Bank Limited | 4.97% | 7.47% |
| ICICI Bank Limited | 4.99% | 3.72% |
| Kotak Mahindra Bank Ltd | 3.38% | 6.30% |
| Infosys Limited | 3.35% | 2.62% |
| Reliance Industries Limited | 2.40% | 5.29% |
| Invesco India Ultra Short to Short Term Fund - Direct Plan - Growth | 7.97% | 2.01% |
| 6.94% Government of India 2036 | 1.99% | 4.03% |
| Hindustan Unilever Limited | 1.66% | 2.37% |
| Hyundai Motor India Ltd | 1.51% | 1.89% |
| 7.32% Government of India 2030 | 1.37% | 1.89% |
| Mrs. Bectors Food Specialities Ltd | 1.12% | 1.50% |
| Honeywell Automation India Limited | 1.08% | 1.12% |
| Ambuja Cements Limited | 1.01% | 1.67% |
| Metro Brands Limited | 1.31% | 0.83% |
| 7.51% Tata Housing Development Company Limited 2028 | 0.79% | 1.83% |
| Cholamandalam Investment and Finance Company Limited | 0.78% | 0.86% |
| Supreme Industries Limited | 1.40% | 0.54% |
| IndusInd Bank Limited | 1.70% | 0.49% |
| Entero Healthcare Solutions Ltd | 0.81% | 0.48% |
| Bajaj Finance Ltd | 1.23% | 0.40% |
| SBI Life Insurance Company Limited | 1.95% | 0.32% |
| InterGlobe Aviation Limited | 2.22% | 0.30% |
| ICICI Lombard General Insurance Company Limited | 1.82% | 0.15% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 33.9% means 33.9% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Invesco India Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| 7.37% Indian Railway Finance Corporation Limited 2029 | 3.35% |
| 8.20% Adani Power Limited 2029 | 3.35% |
| Tata Consultancy Services Limited | 2.49% |
| ITC Limited | 2.48% |
| Larsen & Toubro Limited | 1.93% |
Largest holdings only in Invesco India Equity Savings Fund
| Security | % of fund |
|---|---|
| Axis Bank Limited | 7.20% |
| 7.49% Small Industries Dev Bank of India 2029 | 5.54% |
| Invesco India Liquid Fund - Direct Plan - Growth | 4.74% |
| United Spirits Limited | 4.10% |
| Invesco India Short Term Fund - Direct Plan - Growth | 2.50% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Invesco India Aggressive Hybrid | Invesco India Equity Savings |
|---|---|---|
| Equity | 73.1% | 65.9% |
| Debt | 16.8% | 17.3% |
| Cash and others | 10.1% | 16.8% |
Market cap of stocks
| Market cap | Invesco India Aggressive Hybrid | Invesco India Equity Savings |
|---|---|---|
| Large Cap | 45.2% | 50.6% |
| Mid Cap | 9.8% | 9.4% |
| Small Cap | 16.2% | 5.9% |
| Not on AMFI's list | 1.8% | 0.0% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Invesco India Aggressive Hybrid | Invesco India Equity Savings |
|---|---|---|
| Banks | 15.0% | 29.1% |
| IT - Software | 9.5% | 2.6% |
| Petroleum Products | 2.4% | 5.3% |
| Finance | 4.9% | 2.4% |
| Diversified FMCG | 4.1% | 2.4% |
| Beverages | 1.4% | 4.1% |
| Retailing | 4.1% | 0.5% |
| Insurance | 3.8% | 0.5% |
| Cement & Cement Products | 1.9% | 2.9% |
| Automobiles | 1.5% | 2.5% |
The six largest sectors of each fund's stocks, % of the fund.
Invesco India Aggressive Hybrid vs Invesco India Equity Savings: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Invesco India Aggressive Hybrid Fund | Invesco India Equity Savings Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.91% | 1.51% |
| Base expense ratio (Direct) | 0.70% | 0.79% |
| Total expense ratio (Regular) | 2.42% | 2.97% |
| Base expense ratio (Regular) | 2.00% | 2.06% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Invesco India Aggressive Hybrid with
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- Invesco India Aggressive Hybrid vs Bandhan Aggressive Hybrid
- Invesco India Aggressive Hybrid vs Quant Aggressive Hybrid
- Invesco India Aggressive Hybrid vs HSBC Aggressive Hybrid
- Invesco India Aggressive Hybrid vs Edelweiss Aggressive Hybrid
Compare Invesco India Equity Savings with
Invesco India Aggressive Hybrid Fund vs Invesco India Equity Savings Fund: Frequently Asked Questions
What is the difference between Invesco India Aggressive Hybrid Fund and Invesco India Equity Savings Fund?
Invesco India Aggressive Hybrid Fund is an Aggressive Hybrid fund, Invesco India Equity Savings Fund is an Equity Savings fund, run by Invesco Mutual Fund. Their portfolios overlap 33.9%. Invesco India Aggressive Hybrid Fund charges 0.91% a year and Invesco India Equity Savings Fund 1.51%.
Which has given higher returns, Invesco India Aggressive Hybrid Fund or Invesco India Equity Savings Fund?
Over 1 year: Invesco India Aggressive Hybrid Fund −7.82%, Invesco India Equity Savings Fund −1.47%. Over 3 years: Invesco India Aggressive Hybrid Fund +10.84% a year, Invesco India Equity Savings Fund +8.51% a year. Over 5 years: Invesco India Aggressive Hybrid Fund +9.02% a year, Invesco India Equity Savings Fund +7.22% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Invesco India Aggressive Hybrid Fund or Invesco India Equity Savings Fund?
Invesco India Aggressive Hybrid Fund charges less: 0.91% a year against 1.51%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Invesco India Aggressive Hybrid Fund and Invesco India Equity Savings Fund overlap?
33.9%. They hold 23 of the same securities, the largest shared ones being HDFCBANK, ICICIBANK, KOTAKBANK. From each fund's latest monthly portfolio.
Which is riskier, Invesco India Aggressive Hybrid Fund or Invesco India Equity Savings Fund?
On SEBI's riskometer, Invesco India Aggressive Hybrid Fund is rated Very High and Invesco India Equity Savings Fund Moderate. Over 3 years, the standard deviation of daily returns was 10.84% and 5.30% a year.
Which is better for SIP, Invesco India Aggressive Hybrid Fund or Invesco India Equity Savings Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,47,223 in Invesco India Aggressive Hybrid Fund (XIRR 7.9% a year) and ₹7,29,112 in Invesco India Equity Savings Fund (XIRR 7.0% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Invesco India Aggressive Hybrid Fund and Invesco India Equity Savings Fund?
Yes. 33.9% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Invesco India Aggressive Hybrid Fund and Invesco India Equity Savings Fund?
Invesco India Aggressive Hybrid Fund: Krishna Cheemalapati, Hiten Jain, Amey Sathe. Invesco India Equity Savings Fund: Krishna Cheemalapati, Deepak Gupta, Amey Sathe.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.