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) | ₹105 Cr | ₹108 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 | 4.45% | 3.16% |
| 6 Month | 15.05% | 28.86% |
| 1 Year | 37.54% | 36.22% |
| 3 Year | 17.28% | 12.86% |
| 5 Year | 14.75% | 11.74% |
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 | 9.42% | 11.79% |
| 1 Year | 40.55% | 56.98% |
| 3 Year | 20.45% | 19.42% |
| 5 Year | 16.53% | 13.41% |
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 | 12.54% | 17.86% |
| Sharp | 0.80% | 0.34% |
| 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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