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)	₹935 Cr	₹3186 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

Scheme Name	Invesco India Dynamic Equity Fund - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Month	1.52%	1.82%
6 Month	-0.34%	3.78%
1 Year	8.16%	11.29%
3 Year	14.29%	12.68%
5 Year	14.41%	12.62%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month	1.6%	2.46%
1 Year	0.6%	4.76%
3 Year	12.09%	11.86%
5 Year	11.68%	10.41%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year	11.29%	8.91%
3 Year	10.91%	8.61%
5 Year	10.92%	8.19%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation	7.47%	6.718%
Sharp	0.78%	0.446%
Beta	1.04%	-
Alpha	1.33%	-

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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

Scheme Name	Invesco India Dynamic Equity Fund - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	32.96	33.2
Large Cap	56.2	50.33
Mid Cap	8.79	6.96
Small Cap	2.05	9.5

Scheme Name	Invesco India Dynamic Equity Fund - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	32.96	33.18
Telecom - Services	2.59	-
Petroleum Products	4.57	-
IT - Software	9.2	-
Construction	6.4	-
Healthcare Services	2.27	-
Other Utilities	0.26	-
Non - Ferrous Metals	0.88	-
Banks	11.51	-
Pharmaceuticals & Biotechnology	7.09	-
Cement & Cement Products	1.02	-
Power	1.21	-
Automobiles	3.89	-
Commercial Services & Supplies	0.75	-
Finance	2.03	-
Insurance	1.89	-
Beverages	1.41	-
Food Products	1.06	-
Aerospace & Defense	1.19	-
Consumer Durables	2.35	-
Industrial Products	0.17	-
Retailing	3.52	-
Realty	0.9	-
Transport Services	0.88	-
Energy	-	7.21
Technology	-	3.18
Healthcare	-	2.45
Industrials	-	7.16
Financial Services	-	24.4
Consumer Defensive	-	3.94
Basic Materials	-	7.04
Consumer Cyclical	-	4.82
Communication Services	-	1.8
Utilities	-	4.47
Real Estate	-	0.37