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

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tortoise-icon Invesco India Dynamic Equity Fund - Growth

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tortoise-icon 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) ₹935 Cr ₹3186 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 2.64% 1.45%
6 Month 1.73% 4.87%
1 Year 7.36% 11.39%
3 Year 14.74% 13.02%
5 Year 14.98% 13.07%

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month 3.4% 4.27%
1 Year 5.27% 9%
3 Year 13.95% 13.4%
5 Year 12.66% 11.25%

Rolling Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year 11.45% 8.72%
3 Year 10.8% 8.5%
5 Year 10.87% 8.08%

Risk Management

Scheme Name Invesco India Dynamic Equity Fund - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation 7.47% 6.718%
Sharp 0.78% 0.446%
Beta 1.04% -
Alpha 1.33% -

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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 32.96 33.2
Large Cap 56.2 50.33
Mid Cap 8.79 6.96
Small Cap 2.05 9.5

Sector Allocation

Scheme Name

Invesco India Dynamic Equity Fund - Growth

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Others 32.96 33.18
Telecom - Services 2.59 -
Petroleum Products 4.57 -
IT - Software 9.2 -
Construction 6.4 -
Healthcare Services 2.27 -
Other Utilities 0.26 -
Non - Ferrous Metals 0.88 -
Banks 11.51 -
Pharmaceuticals & Biotechnology 7.09 -
Cement & Cement Products 1.02 -
Power 1.21 -
Automobiles 3.89 -
Commercial Services & Supplies 0.75 -
Finance 2.03 -
Insurance 1.89 -
Beverages 1.41 -
Food Products 1.06 -
Aerospace & Defense 1.19 -
Consumer Durables 2.35 -
Industrial Products 0.17 -
Retailing 3.52 -
Realty 0.9 -
Transport Services 0.88 -
Energy - 7.21
Technology - 3.18
Healthcare - 2.45
Industrials - 7.16
Financial Services - 24.4
Consumer Defensive - 3.94
Basic Materials - 7.04
Consumer Cyclical - 4.82
Communication Services - 1.8
Utilities - 4.47
Real Estate - 0.37

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