Invesco India Aggressive Hybrid Fund(IDCW)

Ticker: mf16238
Decent 68/100

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Business Overview

Invesco India Aggressive Hybrid Fund (IDCW) is designed for investors seeking a balanced approach to growth and stability. This fund combines equity and debt investments, making it suitable for those looking to diversify their portfolio while aiming for long-term capital appreciation. It matters because it offers a strategic blend of risk and return, catering to both conservative and aggressive investors. With professional management and a focus on quality assets, this fund is a reliable choice for wealth creation in the Indian market.

  • Balanced equity and debt exposure
  • Ideal for long-term capital growth
  • Managed by experienced professionals
  • Diversifies investment risk
  • Suitable for both conservative and aggressive investors

Opportunity vs Risk

Opportunities
  • Diversified investment across asset classes
  • Potential for higher returns
  • Tax benefits on long-term gains
  • Professional fund management
  • Growing demand for hybrid funds
Risks ⚠️
  • Market volatility impacting returns
  • Interest rate fluctuations
  • Management fees can reduce profits
  • Regulatory changes affecting funds
  • Past performance does not guarantee future results

Peer Perspective

Invesco India Aggressive Hybrid Fund currently trades at a premium compared to peers like HDFC Hybrid Equity and ICICI Prudential Balanced Advantage. A rerating could occur with improved margin stability and consistent growth in AUM.
📊 Stock Investment Checklist (100 Points)
Invesco India Aggressive Hybrid Fund(IDCW) • Updated: 2025-10-01 06:19:57
  • 10
    Business
    High
    The fund is positioned in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, with healthy cash flows.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 6
    Balance
    Good
    Debt levels are manageable with adequate liquidity.
  • 7
    Governance
    High
    Promoter holding is strong with minimal pledging.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows decent potential with a balanced approach to growth and risk management.