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) | ₹769 Cr | ₹5691 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 | 1.33% | 1.56% |
6 Month | 11.72% | 10.46% |
1 Year | 0.01% | 2.06% |
3 Year | 15.63% | 15.01% |
5 Year | 15.85% | 16.99% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 2.27% | 1.73% |
1 Year | 6.63% | 8.65% |
3 Year | 15.82% | 15.63% |
5 Year | 14.65% | 14.39% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 12.01% | 13.43% |
3 Year | 13.91% | 14.36% |
5 Year | 14.1% | 14.44% |
Risk Management
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 10.61% | 10.24% |
Sharp | 0.80% | 0.92% |
Beta | 1.11% | 0.12% |
Alpha | 2.94% | 7.91% |
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 | 38.91 | 36.22 |
Large Cap | 38.79 | 47.25 |
Small Cap | 8.55 | 9.01 |
Mid Cap | 13.74 | 7.52 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 34.85 | 33.08 |
Communication Services | 2.63 | 1.04 |
Technology | 7.78 | 4.42 |
Healthcare | 3.6 | 9.5 |
Consumer Cyclical | 10.99 | 9.94 |
Utilities | 2.44 | 3.36 |
Real Estate | 2.15 | - |
Financial Services | 19.52 | 28.51 |
Basic Materials | 3.74 | 2.96 |
Industrials | 10.35 | 0.84 |
Consumer Defensive | 1.94 | 5.46 |
Energy | - | 0.9 |
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