DSP Equity Opportunities Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
DSP Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Large & Mid Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹7274 Cr | ₹15013 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 09 Aug 2007 | 16 May 2000 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 73% | 40% |
Expense Ratio | 1.8 | 1.7 |
Manager | Aditya Khemani | Rohit Singhania |
ISIN Code | INF205K01247 | INF740K01094 |
Exits Load | Invesco India Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | DSP Equity Opportunities 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 LARGE & MID CAP FUND - Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Month | 0.92% | 0.33% |
6 Month | 9.59% | 6.92% |
1 Year | 12.76% | 3.13% |
3 Year | 28.41% | 23.74% |
5 Year | 25.5% | 24.22% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 13.34% | 9.11% |
1 Year | 21.5% | 10.97% |
3 Year | 28.37% | 21.87% |
5 Year | 24% | 20.65% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 13.54% | 18.09% |
3 Year | 14.39% | 17.78% |
5 Year | 14.88% | 16.68% |
Risk Management
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.64% | 12.87% |
Sharp | 1.49% | 1.32% |
Beta | 0.98% | 0.94% |
Alpha | 4.92% | 1.76% |
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Fund Managers
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Name | Aditya Khemani | Rohit Singhania |
Total AUM | ₹12070 Cr | ₹46862 Cr |
Funds Managed | 3 | 7 |
INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Large & Mid Cap Fund - Regular Growth |
Market Cap
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 6.51 | 12.41 |
Large Cap | 33.25 | 45.89 |
Mid Cap | 41.24 | 32.96 |
Small Cap | 19 | 8.73 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 0.59 | 9.14 |
Communication Services | 1.83 | 3.45 |
Consumer Cyclical | 20.35 | 10.35 |
Healthcare | 14.87 | 10.55 |
Real Estate | 7.41 | 0.95 |
Financial Services | 28.9 | 31.21 |
Technology | 8.24 | 6.78 |
Basic Materials | 4.92 | 9.55 |
Industrials | 12.9 | 4.33 |
Energy | - | 6.24 |
Consumer Defensive | - | 3.89 |
Utilities | - | 3.56 |
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