Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
DSP World Energy Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option | DSP World Energy Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹103 Cr | ₹109 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Jan 2014 | 14 Aug 2009 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | MSCI Europe | MSCI World,MSCI World Energy 10/40 Net TRI |
| Turn Over | 55% | 20% |
| Expense Ratio | 0.95 | 2.11 |
| Manager | Amit Nigam | Jay Kothari |
| ISIN Code | INF205K01ZZ9 | INF740K01284 |
| Exits Load | Invesco India - Invesco Pan European Equity 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 Pan European Equity Fund of Fund - Regular Plan - Growth Option | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.38% | 3.2% |
| 6 Month | 13.45% | 27.1% |
| 1 Year | 32.78% | 31.35% |
| 3 Year | 16.59% | 11.89% |
| 5 Year | 13.64% | 11.03% |
SIP Return Analysis
| Scheme Name | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 8.97% | 11.6% |
| 1 Year | 40.54% | 60.17% |
| 3 Year | 19.82% | 20% |
| 5 Year | 16.24% | 13.64% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.25% | 2.27% |
| 3 Year | 5.67% | 3.83% |
| 5 Year | 6.03% | 3.78% |
Risk Management
| Scheme Name | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option | DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.46% | 21.65% |
| Sharp | 0.28% | 0.09% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option | 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 Pan European Equity Fund of Fund - Regular Plan - Growth Option | DSP World Energy Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option |
DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option |
DSP World Energy Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
HSBC Flexi Cap Fund - Regular Growth
3Y Returns18.12%
LIC MF Flexi Cap Fund-Growth
3Y Returns14.33%
HDFC Dynamic Debt Fund - Growth Option
3Y Returns6.44%
360 ONE Dynamic Bond Fund Regular-Growth
3Y Returns8.24%
Aditya Birla Sun Life Consumption Fund-Growth Option
3Y Returns13.63%
Tata India Consumer Fund-Regular Plan-Growth
3Y Returns17.03%
Mahindra Manulife Focused Fund - Regular Plan - Growth
3Y Returns17.54%
Nippon India Focused Fund - Growth Plan -Growth Option
3Y Returns13.47%