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) | ₹9344 Cr | ₹17576 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹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 | -7.73% | -3.43% |
| 6 Month | -9.56% | -0.05% |
| 1 Year | 5.23% | 7.96% |
| 3 Year | 21.2% | 18.99% |
| 5 Year | 16.99% | 17.5% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -8.66% | -0.67% |
| 1 Year | -7.04% | 3.92% |
| 3 Year | 14.03% | 13.72% |
| 5 Year | 16.5% | 15.74% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.29% | 18.01% |
| 3 Year | 14.87% | 18.35% |
| 5 Year | 15.07% | 16.7% |
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 | 1.14% | 1.06% |
| Beta | 1.01% | 0.95% |
| Alpha | 3.7% | 1.73% |
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 | 9.19 | 9.68 |
| Large Cap | 30.19 | 47.91 |
| Small Cap | 19.62 | 7.58 |
| Mid Cap | 40.99 | 34.82 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.25 | 1.65 |
| Communication Services | 1.72 | 3.36 |
| Consumer Cyclical | 20.26 | 12.18 |
| Healthcare | 18.77 | 9.94 |
| Real Estate | 7.06 | 1.75 |
| Financial Services | 29.54 | 35.93 |
| Technology | 5.35 | 10.73 |
| Basic Materials | 3.04 | 8.58 |
| Industrials | 12.01 | 3.53 |
| Energy | - | 6.44 |
| Consumer Defensive | - | 2.92 |
| Utilities | - | 2.99 |
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