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) | ₹596 Cr | ₹11104 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 | 2.3% | 0.63% |
6 Month | -3.05% | 1.95% |
1 Year | 8.3% | 12.2% |
3 Year | 19.98% | 20.03% |
5 Year | 18.18% | 19.12% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 6.07% | 5.78% |
1 Year | 6.85% | 9.73% |
3 Year | 18.16% | 17.77% |
5 Year | 16.02% | 15.83% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 12.22% | 13.57% |
3 Year | 13.76% | 14.3% |
5 Year | 13.68% | 14.39% |
Risk Management
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.275% | 9.45% |
Sharp | 0.598% | 1.19% |
Beta | 1.095% | 0.99% |
Alpha | 2.142% | 3.11% |
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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 | 34.01 | 33.63 |
Large Cap | 33.49 | 48.35 |
Small Cap | 11.63 | 9.22 |
Mid Cap | 20.87 | 8.8 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.65 | 33.58 |
Communication Services | 2.05 | - |
Technology | 9.64 | - |
Healthcare | 3.95 | - |
Financial Services | 14.65 | - |
Consumer Cyclical | 12.6 | - |
Utilities | 3.2 | - |
Real Estate | 3.13 | - |
Basic Materials | 5.51 | - |
Industrials | 11.01 | - |
Consumer Defensive | 1.63 | - |
IT - Software | - | 3.64 |
Capital Markets | - | 0.27 |
Pharmaceuticals & Biotechnology | - | 6.44 |
Banks | - | 21.34 |
Chemicals & Petrochemicals | - | 1.4 |
Transport Infrastructure | - | 0.05 |
Automobiles | - | 5.59 |
Telecom - Services | - | 1.65 |
Insurance | - | 4.35 |
Gas | - | 2.51 |
Finance | - | 4.68 |
IT - Services | - | 0.88 |
Diversified FMCG | - | 2.83 |
Retailing | - | 0.52 |
Consumer Durables | - | 0.78 |
Auto Components | - | 3.2 |
Personal Products | - | 1.43 |
Fertilizers & Agrochemicals | - | 0.62 |
Industrial Products | - | 0.68 |
Textiles & Apparels | - | 1 |
Beverages | - | 1.27 |
Healthcare Services | - | 1.29 |
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