- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1121 Cr | ₹3690 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 | -0.77% | -0.24% |
| 6 Month | 2.39% | 3.69% |
| 1 Year | 0.81% | 7.16% |
| 3 Year | 12.28% | 12.28% |
| 5 Year | 11.02% | 9.36% |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.34% | 2.46% |
| 1 Year | 8.67% | 10.88% |
| 3 Year | 10.77% | 11.68% |
| 5 Year | 11.05% | 10.58% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.73% | 8.55% |
| 3 Year | 11.11% | 8.84% |
| 5 Year | 11.12% | 8.48% |
Risk Management
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.47% | 6.3% |
| Sharp | 0.82% | 1.08% |
| Beta | 1.09% | 0.77% |
| Alpha | 1.02% | 2.35% |
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 | 32.93 | 36.55 |
| Large Cap | 59 | 54.96 |
| Mid Cap | 6.59 | 2.39 |
| Small Cap | 1.48 | 6.1 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.06 | 32.06 |
| Communication Services | 3.99 | 1.6 |
| Energy | 4.72 | 6.08 |
| Technology | 9.31 | 5.73 |
| Industrials | 8.39 | 6.31 |
| Healthcare | 8.68 | 2.45 |
| Financial Services | 18.64 | 27.29 |
| Utilities | 1.32 | 4.91 |
| Basic Materials | 1.78 | 4.15 |
| Consumer Cyclical | 12.44 | 5.4 |
| Consumer Defensive | 2.93 | 4.04 |
| Real Estate | 0.75 | - |
Top Comparisons
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns19.19%
BANDHAN Infrastructure Fund - Regular Plan - Growth
3Y Returns22.96%
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns25%
DSP US Specific Equity Omni FOF - Regular Plan - Growth
3Y Returns22.98%
SBI Midcap Fund - Regular Plan - Growth
3Y Returns16.04%
HSBC Midcap Fund - Regular Growth
3Y Returns23.18%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns10.99%
360 ONE Balanced Hybrid Fund Regular - Growth
3Y Returns0%
