Invesco India Dynamic Equity Fund vs DSP Dynamic Asset Allocation Fund compare
Invesco India Dynamic Equity Fund - Growth
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
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) | ₹1024 Cr | ₹3397 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% | 0.95% |
6 Month | 3.77% | 5.79% |
1 Year | 3.29% | 6.73% |
3 Year | 15.3% | 12.74% |
5 Year | 12.89% | 11.09% |
SIP Return Analysis
Scheme Name | Invesco India Dynamic Equity Fund - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.01% | 3.57% |
1 Year | 5.86% | 8.78% |
3 Year | 12.95% | 12.7% |
5 Year | 12.33% | 11.01% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | Invesco India Dynamic Equity Fund - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 7.47% | 6.43% |
Sharp | 1.24% | 1.04% |
Beta | 1.04% | - |
Alpha | 1.79% | - |
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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 | 37.94 | 33.87 |
Large Cap | 53 | 50.9 |
Mid Cap | 7.38 | 6.36 |
Small Cap | 1.68 | 8.87 |
Sector Allocation
Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Others | 32.34 | 33.14 |
Communication Services | 2.82 | 1.97 |
Energy | 4.95 | 7.94 |
Technology | 10.07 | 2.79 |
Industrials | 9.34 | 7.47 |
Healthcare | 9.07 | 2.84 |
Utilities | 1.26 | 5.07 |
Basic Materials | 1.84 | 6.15 |
Financial Services | 14.79 | 21.52 |
Consumer Cyclical | 10.23 | 6.01 |
Consumer Defensive | 2.38 | 4.06 |
Real Estate | 0.91 | 1.04 |
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