Invesco India Flexi Cap Fund vs DSP Flexi Cap Fund compare
Invesco India Flexi Cap Fund - Growth
DSP Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Invesco India Flexi Cap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Invesco India Flexi Cap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3666 Cr | ₹11852 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 11 Feb 2022 | 07 Jun 2007 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 97% | 29% |
Expense Ratio | 1.96 | 1.74 |
Manager | Amit Ganatra | Rohit Singhania |
ISIN Code | INF205KA1460 | INF740K01037 |
Exits Load | Invesco India Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | DSP Flexi Cap 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 Flexi Cap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.88% | 4.44% |
6 Month | 22.28% | 13.84% |
1 Year | 2.38% | -2.78% |
3 Year | 22.24% | 16.13% |
5 Year | - | 20.41% |
SIP Return Analysis
Scheme Name | Invesco India Flexi Cap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.07% | 3.52% |
1 Year | 16.76% | 9.59% |
3 Year | 23.16% | 16.26% |
5 Year | - | 15.61% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Flexi Cap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 22.86% | 11.85% |
3 Year | 23.67% | 14.44% |
5 Year | - | 14.64% |
Risk Management
Scheme Name | Invesco India Flexi Cap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.97% | 13.45% |
Sharp | 1.01% | 0.75% |
Beta | 0.96% | 0.93% |
Alpha | 6.63% | 1.21% |
Fund Managers
Scheme Name | Invesco India Flexi Cap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Amit Ganatra | Rohit Singhania |
Total AUM | ₹23585 Cr | ₹46862 Cr |
Funds Managed | 5 | 7 |
Invesco India Flexi Cap Fund - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Invesco India Flexi Cap Fund - Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 11.51 | 13.67 |
Large Cap | 41.98 | 50.51 |
Mid Cap | 30.06 | 16.02 |
Small Cap | 16.45 | 19.8 |
Sector Allocation
Scheme Name |
Invesco India Flexi Cap Fund - Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.98 | 3.33 |
Communication Services | 2.33 | 3.43 |
Energy | 2.63 | 3.05 |
Consumer Cyclical | 20.79 | 6.93 |
Industrials | 15.26 | 7.58 |
Healthcare | 13.16 | 9.55 |
Real Estate | 2.14 | 0.09 |
Financial Services | 27.85 | 40.62 |
Technology | 8.72 | 9.1 |
Basic Materials | 3.06 | 8.69 |
Consumer Defensive | 1.08 | 6.53 |
Utilities | - | 1.09 |
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