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) | ₹787 Cr | ₹11565 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 | 1.13% | 1.24% |
| 6 Month | 5.08% | 3.09% |
| 1 Year | 2.69% | 4.98% |
| 3 Year | 15.88% | 15.8% |
| 5 Year | 15.58% | 16.44% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.2% | 1.64% |
| 1 Year | 6.91% | 8.7% |
| 3 Year | 14.55% | 14.49% |
| 5 Year | 14.03% | 13.72% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.87% | 13.29% |
| 3 Year | 13.99% | 14.42% |
| 5 Year | 14.54% | 14.48% |
Risk Management
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 10.47% | 10.24% |
| Sharp | 0.84% | 1.02% |
| Beta | 1.12% | 0.15% |
| Alpha | 1.89% | 8.54% |
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 | 38.6 | 27.6 |
| Large Cap | 38.91 | 54.59 |
| Small Cap | 8.17 | 8.53 |
| Mid Cap | 14.33 | 9.28 |
Sector Allocation
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 34.63 | 30.59 |
| Communication Services | 2.36 | - |
| Technology | 8.46 | - |
| Healthcare | 3.38 | - |
| Consumer Cyclical | 11.74 | - |
| Utilities | 2.14 | - |
| Real Estate | 2.52 | - |
| Financial Services | 19.49 | - |
| Basic Materials | 3.38 | - |
| Industrials | 10.33 | - |
| Consumer Defensive | 1.56 | - |
| IT - Software | - | 5.21 |
| Capital Markets | - | 0.28 |
| Pharmaceuticals & Biotechnology | - | 7.06 |
| Banks | - | 21.01 |
| Chemicals & Petrochemicals | - | 0.79 |
| Transport Infrastructure | - | 0.04 |
| Automobiles | - | 4.69 |
| Telecom - Services | - | 1.22 |
| Insurance | - | 4.38 |
| Gas | - | 2.58 |
| Finance | - | 4.62 |
| IT - Services | - | 0.79 |
| Diversified FMCG | - | 2.99 |
| Consumer Durables | - | 0.85 |
| Healthcare Services | - | 2.24 |
| Auto Components | - | 3.52 |
| Personal Products | - | 1.15 |
| Fertilizers & Agrochemicals | - | 0.56 |
| Industrial Products | - | 0.66 |
| Power | - | 2.81 |
| Textiles & Apparels | - | 0.85 |
| Beverages | - | 1.11 |
Top Comparisons
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
3Y Returns0%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns19.47%
Bandhan Banking & PSU Fund - Regular Growth
3Y Returns7.29%
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
3Y Returns7.6%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.59%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.59%
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.56%
Axis Money Market Fund - Regular Plan - Growth Option
3Y Returns7.56%