Invesco India Dynamic Equity Fund vs DSP Dynamic Asset Allocation Fund compare

Invesco India Dynamic Equity Fund vs DSP Dynamic Asset Allocation Fund compare

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Invesco India Dynamic Equity Fund - Growth

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DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name	Invesco India Dynamic Equity Fund - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Fund	Invesco India Dynamic Equity Fund - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Moderate
Asset Size (Cr)	₹1050 Cr	₹3532 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	04 Oct 2007	06 Feb 2014
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	CRISIL Hybrid 50+50 Moderate Index
Turn Over	173%	429%
Expense Ratio	2.15	1.93
Manager	Amit Ganatra	Laukik Bagwe
ISIN Code	INF205K01213	INF740K01K57
Exits Load	Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365	DSP Dynamic Asset Allocation Fund - Regular Plan - 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 Dynamic Equity Fund - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Month	1.44%	1.88%
6 Month	3.84%	4.71%
1 Year	5.01%	7.77%
3 Year	12.62%	12.2%
5 Year	11.9%	10.06%

SIP Return Analysis

Scheme Name	Invesco India Dynamic Equity Fund - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month	1.27%	2.18%
1 Year	7.05%	9.69%
3 Year	10.91%	11.63%
5 Year	11.08%	10.44%

Rolling Lumpsum Returns

Scheme Name	Invesco India Dynamic Equity Fund - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year	10.8%	8.59%
3 Year	11.08%	8.79%
5 Year	11.1%	8.43%

Risk Management

Scheme Name	Invesco India Dynamic Equity Fund - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation	7.47%	5.69%
Sharp	0.87%	0.91%
Beta	1.08%	0.75%
Alpha	0.89%	1.37%

Fund Managers

Scheme Name	Invesco India Dynamic Equity Fund - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Name	Amit Ganatra	Laukik Bagwe
Total AUM	₹23585 Cr	₹12579 Cr
Funds Managed	5	10
	Invesco India Dynamic Equity Fund - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Market Cap

Scheme Name	Invesco India Dynamic Equity Fund - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	40.13	34.43
Large Cap	51.47	55.81
Mid Cap	6.75	2.55
Small Cap	1.65	7.21

Sector Allocation

Scheme Name	Invesco India Dynamic Equity Fund - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	35.11	33.84
Communication Services	2.53	1.73
Energy	4.39	7.66
Technology	8.67	3.09
Industrials	7.91	6
Healthcare	8.81	2.87
Utilities	1.14	5.18
Basic Materials	1.85	4.58
Financial Services	16.07	25.47
Consumer Cyclical	10.46	5.54
Consumer Defensive	2.32	4.03
Real Estate	0.75	-

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