DSP Dynamic Asset Allocation Fund vs Invesco India Dynamic Equity Fund compare

DSP Dynamic Asset Allocation Fund vs Invesco India Dynamic Equity Fund compare

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Invesco India Dynamic Equity Fund - Growth

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DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1045 Cr	₹3503 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	1.63%	1.02%
6 Month	9.4%	7.44%
1 Year	1.67%	4.73%
3 Year	12.67%	10.85%
5 Year	13.01%	10.77%

SIP Return Analysis

Scheme Name	Invesco India Dynamic Equity Fund - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month	2.79%	1.96%
1 Year	7.46%	8.27%
3 Year	12.15%	11.85%
5 Year	11.75%	10.46%

Rolling Lumpsum Returns

Scheme Name	Invesco India Dynamic Equity Fund - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year	11.13%	8.85%
3 Year	10.96%	8.71%
5 Year	11%	8.29%

Risk Management

Scheme Name	Invesco India Dynamic Equity Fund - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation	7.47%	5.78%
Sharp	0.84%	0.67%
Beta	0.08%	-
Alpha	6.16%	-

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	43.89	34.3
Large Cap	47.28	52.51
Mid Cap	7.09	5.45
Small Cap	1.74	7.74

Sector Allocation

Scheme Name	Invesco India Dynamic Equity Fund - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	38.72	33.64
Communication Services	2.63	1.83
Energy	4.54	7.44
Technology	9.3	3.02
Industrials	4.69	7.43
Healthcare	9.27	3.07
Utilities	1.26	5.04
Basic Materials	1.78	5.47
Financial Services	14.7	21.97
Consumer Cyclical	9.81	6.11
Consumer Defensive	2.5	4.03
Real Estate	0.81	0.96

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