Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

DSP Equity Opportunities Fund vs INVESCO INDIA LARGE & MID CAP FUND compare

Link copied to clipboard!

tortoise-icon INVESCO INDIA LARGE & MID CAP FUND - Growth

Invest Now

tortoise-icon DSP Large & Mid Cap Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

3Y Returns0%

VS

Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)

3Y Returns0%

Compare Now

Kotak Money Market Fund - (Growth) Kotak Money Market Fund - (Growth)

3Y Returns7.45%

VS

Kotak Money Market Fund - (Growth) Kotak Money Market Fund - (Growth)

3Y Returns7.45%

Compare Now

SBI Savings Fund - Regular Plan - Growth SBI Savings Fund - Regular Plan - Growth

3Y Returns7.04%

VS

HSBC Money Market Fund - Regular Growth HSBC Money Market Fund - Regular Growth

3Y Returns7.12%

Compare Now

Nippon India Innovation Fund - Regular (G) Nippon India Innovation Fund - Regular (G)

3Y Returns0%

VS

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns22.03%

Compare Now
Add to Cart Successfully