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 | ₹10137 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 | 1.75 |
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 | 2.37% | 2.99% |
6 Month | -2.49% | 2.13% |
1 Year | 10.72% | 16.5% |
3 Year | 15.8% | 16.23% |
5 Year | 17.57% | 19.22% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 0.51% | 4.44% |
1 Year | 0.03% | 9.11% |
3 Year | 17.21% | 18.63% |
5 Year | 15.53% | 16.46% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 12.34% | 13.42% |
3 Year | 13.64% | 14.28% |
5 Year | 13.46% | 14.35% |
Risk Management
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.275% | 10.24% |
Sharp | 0.598% | 0.6% |
Beta | 1.095% | 1.11% |
Alpha | 2.142% | 3.37% |
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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 | 31.3 |
Large Cap | 33.49 | 46.53 |
Small Cap | 11.63 | 11.1 |
Mid Cap | 20.87 | 11.08 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.65 | 31.21 |
Communication Services | 2.05 | 1.45 |
Technology | 9.64 | 3.74 |
Healthcare | 3.95 | 7.7 |
Financial Services | 14.65 | 31.37 |
Consumer Cyclical | 12.6 | 8.45 |
Utilities | 3.2 | 1.35 |
Real Estate | 3.13 | - |
Basic Materials | 5.51 | 4.71 |
Industrials | 11.01 | 2.87 |
Consumer Defensive | 1.63 | 6.17 |
Energy | - | 1 |
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