Invesco India vs DSP US Flexible Equity Fund compare
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
DSP US Specific Equity Omni FOF - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | DSP US Specific Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | DSP US Specific Equity Omni FOF - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹166 Cr | ₹1089 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 May 2014 | 03 Aug 2012 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | MSCI World Net Dividend | Russell 1000 TRI |
| Turn Over | 29% | 20% |
| Expense Ratio | 1.4 | 2.34 |
| Manager | Amit Nigam | Laukik Bagwe |
| ISIN Code | INF205K01B15 | INF740K01LP6 |
| Exits Load | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | DSP US Specific Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.74% | 5.07% |
| 6 Month | 8.62% | 23.21% |
| 1 Year | 23.87% | 33.63% |
| 3 Year | 21.52% | 23.77% |
| 5 Year | 16.2% | 17.22% |
SIP Return Analysis
| Scheme Name | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | DSP US Specific Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.46% | 10.19% |
| 1 Year | 21.14% | 47.78% |
| 3 Year | 20.55% | 26.84% |
| 5 Year | 18.33% | 20.36% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | DSP US Specific Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.06% | 14.97% |
| 3 Year | 9.27% | 13.39% |
| 5 Year | 9.6% | 14.58% |
Risk Management
| Scheme Name | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | DSP US Specific Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.62% | 14.66% |
| Sharp | 1.18% | 1.04% |
| Beta | - | 0.97% |
| Alpha | - | -0.41% |
Fund Managers
| Scheme Name | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | DSP US Specific Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| Name | Amit Nigam | Laukik Bagwe |
| Total AUM | ₹14602 Cr | ₹12579 Cr |
| Funds Managed | 13 | 10 |
| Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | DSP US Specific Equity Omni FOF - Regular Plan - Growth |
Market Cap
| Scheme Name |
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
DSP US Specific Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
DSP US Specific Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
ICICI Prudential Value Fund - Growth
3Y Returns20.95%
Tata Value Fund - Regular Plan - Growth Option
3Y Returns18.62%
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
3Y Returns6.54%
Bandhan Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.13%
Aditya Birla Sun Life Small Cap Fund - GROWTH
3Y Returns16.97%
HSBC Small Cap Fund Regular Growth
3Y Returns17.35%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns13.5%
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
3Y Returns22.57%