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 | Very High | Very High |
| Asset Size (Cr) | ₹98 Cr | ₹103 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Jan 2014 | 14 Aug 2009 |
| Category | Gold | Gold |
| 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 | -1.83% | 0.32% |
| 6 Month | 14.31% | 37.99% |
| 1 Year | 23.89% | 25.14% |
| 3 Year | 18.25% | 13.84% |
| 5 Year | 15.59% | 14.07% |
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 | 2.88% | 12.19% |
| 1 Year | 27.11% | 53.92% |
| 3 Year | 15.5% | 17.42% |
| 5 Year | 13.67% | 12.21% |
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 | 5.86% | 2.16% |
| 3 Year | 5.55% | 3.74% |
| 5 Year | 5.87% | 3.7% |
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 | 13.50% | 18.69% |
| Sharp | 0.92% | 0.53% |
| 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 |
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