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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) ₹769 Cr ₹5691 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 1.33% 1.56%
6 Month 11.72% 10.46%
1 Year 0.01% 2.06%
3 Year 15.63% 15.01%
5 Year 15.85% 16.99%

SIP Return Analysis

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month 2.27% 1.73%
1 Year 6.63% 8.65%
3 Year 15.82% 15.63%
5 Year 14.65% 14.39%

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 10.61% 10.24%
Sharp 0.80% 0.92%
Beta 1.11% 0.12%
Alpha 2.94% 7.91%

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 38.91 36.22
Large Cap 38.79 47.25
Small Cap 8.55 9.01
Mid Cap 13.74 7.52

Sector Allocation

Scheme Name

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

DSP Aggressive Hybrid Fund- Regular Plan - Growth

Others 34.85 33.08
Communication Services 2.63 1.04
Technology 7.78 4.42
Healthcare 3.6 9.5
Consumer Cyclical 10.99 9.94
Utilities 2.44 3.36
Real Estate 2.15 -
Financial Services 19.52 28.51
Basic Materials 3.74 2.96
Industrials 10.35 0.84
Consumer Defensive 1.94 5.46
Energy - 0.9

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