DSP Equity & Bond Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
DSP Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Fund | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹832 Cr | ₹12105 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Jun 2018 | 27 May 1999 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 146% | 48% |
| Expense Ratio | 2.37 | 1.72 |
| Manager | Krishna Venkat Cheemalapati | Kedar Karnik |
| ISIN Code | INF205K011Q3 | INF740K01318 |
| Exits Load | Invesco India Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | DSP Aggressive Hybrid 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 AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.28% | -0.2% |
| 6 Month | -0.3% | 0.84% |
| 1 Year | 1.05% | 6.76% |
| 3 Year | 16.41% | 16.8% |
| 5 Year | 12.99% | 13.31% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.99% | 2.09% |
| 1 Year | 6.98% | 8.98% |
| 3 Year | 12.73% | 13.34% |
| 5 Year | 13.11% | 13.18% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.18% | 14.6% |
| 3 Year | 14.26% | 14.98% |
| 5 Year | 14.63% | 14.57% |
Risk Management
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.53% | 10.24% |
| Sharp | 0.89% | 1.01% |
| Beta | 1.15% | 1.05% |
| Alpha | 2.82% | 3.43% |
Fund Managers
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Name | Krishna Venkat Cheemalapati | Kedar Karnik |
| Total AUM | ₹24743 Cr | ₹32997 Cr |
| Funds Managed | 19 | 11 |
| INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 30.72 | 31.18 |
| Large Cap | 48.19 | 51.55 |
| Small Cap | 6.23 | 8.83 |
| Mid Cap | 14.86 | 8.44 |
Sector Allocation
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 30.72 | 31.14 |
| Telecom - Services | 2.45 | 1.37 |
| IT - Software | 9.42 | 5.57 |
| Retailing | 2.25 | - |
| Diversified FMCG | 2.91 | 2.87 |
| Other Utilities | 0.35 | - |
| Realty | 2.58 | - |
| Banks | 13.57 | 22.32 |
| Paper, Forest & Jute Products | 0.45 | - |
| Cement & Cement Products | 1.82 | - |
| Automobiles | 4.62 | 4.48 |
| Personal Products | 1.25 | 2.05 |
| Commercial Services & Supplies | 0.71 | - |
| Finance | 6.65 | 3.58 |
| Insurance | 2.32 | 3.4 |
| Beverages | 1.03 | 0.91 |
| Ferrous Metals | 0.48 | - |
| Consumer Durables | 4.01 | 0.8 |
| Pharmaceuticals & Biotechnology | 1.68 | 6.44 |
| Auto Components | 2.4 | 3.65 |
| Healthcare Services | 1.07 | 2.36 |
| Food Products | 0.55 | - |
| Industrial Products | 0.31 | 0.65 |
| Transport Services | 3.18 | - |
| Industrial Manufacturing | 1.04 | - |
| Chemicals & Petrochemicals | 0.36 | 0.69 |
| Power | 1.62 | 2.76 |
| Electrical Equipment | 0.2 | - |
| Capital Markets | - | 0.25 |
| Transport Infrastructure | - | 0.04 |
| Gas | - | 2.77 |
| IT - Services | - | 0.74 |
| Fertilizers & Agrochemicals | - | 0.52 |
| Textiles & Apparels | - | 0.64 |
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