Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Link copied to clipboard!

tortoise-icon Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon DSP World Energy Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Top Comparisons

HDFC Dividend Yield Fund - Growth Plan HDFC Dividend Yield Fund - Growth Plan

3Y Returns17.84%

VS

Tata Dividend Yield Fund-Regular Plan-Growth Tata Dividend Yield Fund-Regular Plan-Growth

3Y Returns17.01%

Compare Now

Franklin Build India Fund Growth Plan Franklin Build India Fund Growth Plan

3Y Returns25.86%

VS

Nippon India Power & Infra Fund-Growth Plan -Growth Option Nippon India Power & Infra Fund-Growth Plan -Growth Option

3Y Returns25.54%

Compare Now

Motilal Oswal Small Cap Fund - Regular (G) Motilal Oswal Small Cap Fund - Regular (G)

3Y Returns0%

VS

Tata Small Cap Fund Regular Growth Tata Small Cap Fund Regular Growth

3Y Returns18.49%

Compare Now

HDFC Flexi Cap Fund - Growth Plan HDFC Flexi Cap Fund - Growth Plan

3Y Returns21.25%

VS

Quant Flexi Cap Fund-Growth Quant Flexi Cap Fund-Growth

3Y Returns15.17%

Compare Now
Add to Cart Successfully