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) | ₹6250 Cr | ₹13444 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 | 5.7% | 1.84% |
6 Month | -0.47% | -1.67% |
1 Year | 14.39% | 6.09% |
3 Year | 28.81% | 25.03% |
5 Year | 26.04% | 25.44% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 12.54% | 7.18% |
1 Year | 16.76% | 5.82% |
3 Year | 27.61% | 21% |
5 Year | 23.49% | 20.14% |
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 | 1.36 | 6.99 |
Large Cap | 34.86 | 48.88 |
Mid Cap | 45.97 | 35.49 |
Small Cap | 17.81 | 8.64 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 1.36 | 6.99 |
Telecom - Services | 1.98 | 3.98 |
Retailing | 13.58 | - |
Healthcare Services | 8.28 | 2.52 |
Realty | 7.49 | 1.07 |
Insurance | 4.01 | 4.45 |
Banks | 9.59 | 23.6 |
Consumer Durables | 5.39 | 2.49 |
Leisure Services | 3.85 | - |
Industrial Products | 4.57 | 1.1 |
Electrical Equipment | 2.98 | - |
Capital Markets | 6.45 | - |
Finance | 7.49 | 4.43 |
Ferrous Metals | 0.86 | 1.3 |
IT - Software | 3.38 | 6.01 |
Auto Components | 1.1 | 5.87 |
Automobiles | 2.74 | 3.1 |
Pharmaceuticals & Biotechnology | 6.1 | 8.35 |
Transport Services | 4.75 | 0.83 |
Cement & Cement Products | 2.66 | 2.15 |
Industrial Manufacturing | 1.39 | - |
Construction | - | 3.18 |
Petroleum Products | - | 3.51 |
Diversified FMCG | - | 2.35 |
Non - Ferrous Metals | - | 1.19 |
Chemicals & Petrochemicals | - | 1.62 |
Gas | - | 3.69 |
Fertilizers & Agrochemicals | - | 1.33 |
Oil | - | 1.44 |
Food Products | - | 0.43 |
Personal Products | - | 1.35 |
Power | - | 1.67 |
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