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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) ₹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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