Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth |
|---|---|---|
| Fund | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth |
| Investment Plan | Growth | Dividend |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹105 Cr | ₹75 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Jan 2014 | 24 Feb 2014 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | MSCI Europe | BSE India Bond Index |
| Turn Over | 55% | 28% |
| Expense Ratio | 0.95 | 2.03 |
| Manager | Amit Nigam | Sonal Gupta |
| ISIN Code | INF205K01ZZ9 | INF336L01HC7 |
| 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 | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth |
|---|---|---|
| 1 Month | 4.81% | 4.32% |
| 6 Month | 15.31% | 20.17% |
| 1 Year | 42.7% | 35.43% |
| 3 Year | 17.68% | 18.85% |
| 5 Year | 13.82% | 10.4% |
SIP Return Analysis
| Scheme Name | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth |
|---|---|---|
| 6 Month | 8.3% | 6.99% |
| 1 Year | 35.27% | 41.91% |
| 3 Year | 19.73% | 24.73% |
| 5 Year | 16.33% | 16.34% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth |
|---|---|---|
| 1 Year | 6.33% | 9.58% |
| 3 Year | 5.7% | 8.41% |
| 5 Year | 6.05% | 7.81% |
Risk Management
| Scheme Name | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth |
|---|---|---|
| Standard Deviation | 17.46% | 11.70% |
| Sharp | 0.28% | 0.94% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth |
|---|---|---|
| Name | Amit Nigam | Sonal Gupta |
| Total AUM | ₹14602 Cr | ₹48923 Cr |
| Funds Managed | 13 | 15 |
| Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth |
Market Cap
| Scheme Name |
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option |
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option |
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
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