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) | ₹8441 Cr | ₹15857 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 | 4.81% | 4.45% |
| 6 Month | 14.38% | 6.23% |
| 1 Year | 13.18% | 3.75% |
| 3 Year | 25.38% | 20.59% |
| 5 Year | 24.17% | 23.11% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.47% | 2% |
| 1 Year | 21.91% | 10.59% |
| 3 Year | 26.05% | 17.97% |
| 5 Year | 22.78% | 18.02% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.51% | 17.62% |
| 3 Year | 14.64% | 18% |
| 5 Year | 14.97% | 16.87% |
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 | 1.18% | 0.99% |
| Beta | 1.01% | 0.96% |
| Alpha | 4.98% | 1.68% |
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 | 6.09 | 6.14 |
| Large Cap | 31.11 | 48.7 |
| Mid Cap | 42.59 | 36.09 |
| Small Cap | 20.21 | 9.07 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 0.2 | 2.36 |
| Communication Services | 1.58 | 2.74 |
| Consumer Cyclical | 20.78 | 11.5 |
| Healthcare | 19.65 | 11.46 |
| Real Estate | 6.65 | 1.63 |
| Financial Services | 27.61 | 33.66 |
| Technology | 7.94 | 9.59 |
| Basic Materials | 3.81 | 9.63 |
| Industrials | 11.78 | 3.87 |
| Energy | - | 6.83 |
| Consumer Defensive | - | 3.31 |
| Utilities | - | 3.43 |
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