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Invesco India vs DSP US Flexible Equity Fund compare

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tortoise-icon Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

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tortoise-icon DSP US Specific Equity Omni FOF - 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 - 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 Very High Average
Asset Size (Cr) ₹134 Cr ₹1045 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 May 2014 03 Aug 2012
Category Gold Gold
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 -2.59% 3.06%
6 Month 17.14% 37.15%
1 Year 18.49% 35.41%
3 Year 25.91% 23.66%
5 Year 18.37% 18.34%

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 4.63% 9.9%
1 Year 25.34% 40.26%
3 Year 21.99% 24.53%
5 Year 18.81% 18.85%

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 10.62% 14.67%
3 Year 9.09% 13.27%
5 Year 9.46% 14.4%

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 12.30% 14.66%
Sharp 1.42% 1.06%
Beta - 0.97%
Alpha - -0.93%

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

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