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 | 3.99% | 2.85% |
6 Month | 3.34% | 2.95% |
1 Year | 12.27% | 3.86% |
3 Year | 29.59% | 25.26% |
5 Year | 25.66% | 24.57% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 16.2% | 8.95% |
1 Year | 24.81% | 10.04% |
3 Year | 30.24% | 22.64% |
5 Year | 24.96% | 21.09% |
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 | 1.19% | 1.09% |
Beta | 0.97% | 0.94% |
Alpha | 4.13% | 2.04% |
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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 | 0.58 | 8.89 |
Large Cap | 35.08 | 46.85 |
Mid Cap | 43.02 | 35.26 |
Small Cap | 21.32 | 8.73 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 0.58 | 8.89 |
Telecom - Services | 1.83 | 3.44 |
Retailing | 14.58 | - |
Healthcare Services | 8.71 | 2.54 |
Realty | 7.41 | 0.95 |
Insurance | 4.45 | 4.51 |
Banks | 9.55 | 22.41 |
Consumer Durables | 5.01 | 2.42 |
Leisure Services | 1.74 | - |
IT - Software | 5.61 | 6.78 |
Industrial Products | 4.62 | 1.07 |
Electrical Equipment | 3 | - |
Capital Markets | 7.52 | - |
Finance | 7.39 | 4.3 |
Ferrous Metals | 0.89 | 1.32 |
Auto Components | 1.15 | 6.39 |
Automobiles | 2.02 | 2.8 |
Pharmaceuticals & Biotechnology | 4.62 | 8 |
Transport Services | 4.86 | 0.93 |
Cement & Cement Products | 3.11 | 2.05 |
Industrial Manufacturing | 1.35 | - |
Construction | - | 3.41 |
Petroleum Products | - | 3.35 |
Diversified FMCG | - | 2.24 |
Non - Ferrous Metals | - | 1.02 |
Chemicals & Petrochemicals | - | 1.5 |
Gas | - | 3.55 |
Fertilizers & Agrochemicals | - | 1.32 |
Oil | - | 1.43 |
Food Products | - | 0.44 |
Personal Products | - | 1.21 |
Power | - | 1.46 |
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