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Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
DSP World Energy Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹166 Cr | ₹108 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 May 2014 | 14 Aug 2009 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | MSCI World Net Dividend | MSCI World,MSCI World Energy 10/40 Net TRI |
| Turn Over | 29% | 20% |
| Expense Ratio | 1.4 | 2.11 |
| Manager | Amit Nigam | Jay Kothari |
| ISIN Code | INF205K01B15 | INF740K01284 |
| Exits Load | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.74% | 6.1% |
| 6 Month | 8.62% | 28.31% |
| 1 Year | 23.87% | 40.5% |
| 3 Year | 21.52% | 12.95% |
| 5 Year | 16.2% | 11.47% |
SIP Return Analysis
| Scheme Name | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.46% | 10.68% |
| 1 Year | 21.14% | 53.96% |
| 3 Year | 20.55% | 19.52% |
| 5 Year | 18.33% | 13.66% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.06% | 2.3% |
| 3 Year | 9.27% | 3.87% |
| 5 Year | 9.6% | 3.8% |
Risk Management
| Scheme Name | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.84% | 21.65% |
| Sharp | 0.46% | 0.09% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Name | Amit Nigam | Jay Kothari |
| Total AUM | ₹14602 Cr | ₹0 Cr |
| Funds Managed | 13 | 20 |
| Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | DSP World Energy Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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