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DSP Equity & Bond Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare

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tortoise-icon INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

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tortoise-icon DSP Aggressive Hybrid 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 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

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