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) ₹9034 Cr ₹16530 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 -0.26% 1.49%
6 Month 9.56% 4.58%
1 Year 11.01% 6%
3 Year 24.09% 19.76%
5 Year 21.99% 20.42%

SIP Return Analysis

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth DSP Large & Mid Cap Fund - Regular Growth
6 Month -0.04% 2.46%
1 Year 15.62% 11.49%
3 Year 23.64% 17.61%
5 Year 21.55% 17.85%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth DSP Large & Mid Cap Fund - Regular Growth
1 Year 13.41% 18.24%
3 Year 14.75% 18.22%
5 Year 15.02% 16.64%

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% 0.95%
Alpha 4.73% 1.3%

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 6.93 8.73
Large Cap 30.32 47.64
Small Cap 20.77 8.39
Mid Cap 41.98 35.24

Sector Allocation

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

DSP Large & Mid Cap Fund - Regular Growth

Others 0.73 2.69
Communication Services 1.65 3.1
Consumer Cyclical 20.27 10.25
Healthcare 19.25 10.67
Real Estate 7.65 1.69
Financial Services 29.75 34.65
Technology 6.17 10.83
Basic Materials 3.45 8.9
Industrials 11.1 3.84
Energy - 6.68
Consumer Defensive - 3.19
Utilities - 3.51

Top Comparisons

Kotak Bond Short Term Plan-(Growth) Kotak Bond Short Term Plan-(Growth)

3Y Returns7.22%

VS

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

3Y Returns7.52%

Compare Now

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

3Y Returns15.94%

VS

Quant BFSI Fund Regular - Growth Quant BFSI Fund Regular - Growth

3Y Returns0%

Compare Now

Invesco India Infrastructure Fund - Growth Option Invesco India Infrastructure Fund - Growth Option

3Y Returns22.85%

VS

Canara Robeco Infrastructure Fund - Regular Plan - Growth Option Canara Robeco Infrastructure Fund - Regular Plan - Growth Option

3Y Returns24.16%

Compare Now

KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH KOTAK NIFTY AAA BOND JUN 2025 HTM INDEX FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

Baroda BNP Paribas Retirement Fund - Reg (G) Baroda BNP Paribas Retirement Fund - Reg (G)

3Y Returns0%

Compare Now
Add to Cart Successfully