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DSP Dynamic Asset Allocation Fund vs Invesco India Dynamic Equity Fund compare
Invesco India Dynamic Equity Fund - Growth
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India Dynamic Equity Fund - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderate |
| Asset Size (Cr) | ₹1050 Cr | ₹3532 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 04 Oct 2007 | 06 Feb 2014 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate Index |
| Turn Over | 173% | 429% |
| Expense Ratio | 2.15 | 1.93 |
| Manager | Amit Ganatra | Laukik Bagwe |
| ISIN Code | INF205K01213 | INF740K01K57 |
| Exits Load | Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.4% | 1.75% |
| 6 Month | 4.99% | 4.83% |
| 1 Year | 4.51% | 6.65% |
| 3 Year | 12.88% | 12.16% |
| 5 Year | 12.62% | 10.66% |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.24% | 0.71% |
| 1 Year | 3.57% | 6.65% |
| 3 Year | 9.9% | 10.63% |
| 5 Year | 10.56% | 9.87% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.96% | 8.73% |
| 3 Year | 11.02% | 8.75% |
| 5 Year | 11.04% | 8.36% |
Risk Management
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.47% | 5.69% |
| Sharp | 0.85% | 0.91% |
| Beta | 0.11% | 0.75% |
| Alpha | 6.08% | 1.37% |
Fund Managers
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Name | Amit Ganatra | Laukik Bagwe |
| Total AUM | ₹23585 Cr | ₹12579 Cr |
| Funds Managed | 5 | 10 |
| Invesco India Dynamic Equity Fund - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 40.13 | 34.43 |
| Large Cap | 51.47 | 55.81 |
| Mid Cap | 6.75 | 2.55 |
| Small Cap | 1.65 | 7.21 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 35.11 | 33.84 |
| Communication Services | 2.53 | 1.73 |
| Energy | 4.39 | 7.66 |
| Technology | 8.67 | 3.09 |
| Industrials | 7.91 | 6 |
| Healthcare | 8.81 | 2.87 |
| Utilities | 1.14 | 5.18 |
| Basic Materials | 1.85 | 4.58 |
| Financial Services | 16.07 | 25.47 |
| Consumer Cyclical | 10.46 | 5.54 |
| Consumer Defensive | 2.32 | 4.03 |
| Real Estate | 0.75 | - |
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