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) | ₹828 Cr | ₹12162 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 | -2.93% | -2.8% |
| 6 Month | -4.08% | -2.41% |
| 1 Year | 1.97% | 5.73% |
| 3 Year | 15.02% | 15.5% |
| 5 Year | 11.81% | 12.39% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.37% | -0.54% |
| 1 Year | 2.48% | 3.58% |
| 3 Year | 10.96% | 11.57% |
| 5 Year | 12.21% | 12.25% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.14% | 14.55% |
| 3 Year | 14.31% | 15% |
| 5 Year | 14.59% | 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 | 0.93% | 1.09% |
| Beta | 1.15% | 1.05% |
| Alpha | 2.63% | 3.49% |
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 | 35.97 | 34.84 |
| Large Cap | 47.3 | 48.8 |
| Small Cap | 7.91 | 8.48 |
| Mid Cap | 8.82 | 7.88 |
Sector Allocation
| Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 29.55 | 33.03 |
| Communication Services | 0 | 1.28 |
| Technology | 10.53 | 4.28 |
| Healthcare | 3.3 | 8.69 |
| Industrials | 6.45 | 0.73 |
| Consumer Cyclical | 13.06 | 8.78 |
| Consumer Defensive | 7.79 | 6.61 |
| Utilities | 1.66 | 4.15 |
| Real Estate | 2.6 | - |
| Financial Services | 22.19 | 28.22 |
| Basic Materials | 2.87 | 2.78 |
| Energy | - | 1.46 |
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