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) | ₹742 Cr | ₹11418 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 | -1.7% | -1.14% |
6 Month | 4.16% | 6.7% |
1 Year | 3.72% | 5.28% |
3 Year | 17.24% | 16.42% |
5 Year | 16.71% | 17.78% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 4.59% | 3.39% |
1 Year | 6.2% | 8.48% |
3 Year | 17.4% | 17.14% |
5 Year | 15.68% | 15.51% |
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 | 10.87% | 10.24% |
Sharp | 1.20% | 1.34% |
Beta | 1.09% | 1.05% |
Alpha | 2.82% | 3.95% |
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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 | 39.08 | 35.51 |
Large Cap | 38.07 | 47.72 |
Small Cap | 8.81 | 8.64 |
Mid Cap | 14.04 | 8.14 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 34.65 | 32.09 |
Communication Services | 2.83 | 1.21 |
Technology | 8.3 | 5.12 |
Healthcare | 3.54 | 8.27 |
Consumer Cyclical | 12.05 | 10.46 |
Utilities | 2.57 | 2.68 |
Real Estate | 2.32 | - |
Financial Services | 18.52 | 29.9 |
Basic Materials | 3.8 | 3.03 |
Industrials | 9.67 | 0.9 |
Consumer Defensive | 1.75 | 5.4 |
Energy | - | 0.94 |
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