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) | ₹8007 Cr | ₹15502 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 | 0.89% | -1.26% |
6 Month | 21.91% | 10.49% |
1 Year | 12.94% | -0.23% |
3 Year | 25.65% | 19.67% |
5 Year | 24.42% | 22.28% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 8.77% | 1.28% |
1 Year | 18.19% | 1.66% |
3 Year | 26.71% | 17.34% |
5 Year | 23% | 17.82% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 13.56% | 17.79% |
3 Year | 14.49% | 17.91% |
5 Year | 14.94% | 16.77% |
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 | 1.29% | 1.06% |
Beta | 0.99% | 0.94% |
Alpha | 5.64% | 1.63% |
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 | 5.36 | 7.67 |
Large Cap | 32.23 | 47.22 |
Mid Cap | 43.5 | 35.51 |
Small Cap | 18.9 | 9.59 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 1.93 | 3.99 |
Communication Services | 1.71 | 2.91 |
Consumer Cyclical | 20.4 | 11.35 |
Healthcare | 19.28 | 11.2 |
Real Estate | 7.26 | 1.59 |
Financial Services | 26.98 | 32.12 |
Technology | 5.78 | 9.06 |
Basic Materials | 4.33 | 9.77 |
Industrials | 12.32 | 4.11 |
Energy | - | 6.77 |
Consumer Defensive | - | 3.96 |
Utilities | - | 3.17 |
Top Comparisons
Mahindra Manulife Low Duration Fund - Regular Plan - Growth
3Y Returns6.84%
Canara Robeco Savings Fund - Regular Plan - Growth Option
3Y Returns7.11%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns24.85%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns22.13%
Bandhan Retirement Fund - Regular (G)
3Y Returns0%
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
3Y Returns15.48%
ICICI Prudential Flexicap Fund - Growth
3Y Returns18.06%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns14.96%