INVESCO INDIA LARGE & MID CAP FUND vs DSP Equity Opportunities Fund compare

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INVESCO INDIA LARGE & MID CAP FUND - Growth

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DSP Large & Mid Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	DSP Large & Mid Cap Fund - Regular Growth
Fund	INVESCO INDIA LARGE & MID CAP FUND - Growth	DSP Large & Mid Cap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹9034 Cr	₹16530 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	09 Aug 2007	16 May 2000
Category	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI
Turn Over	73%	40%
Expense Ratio	1.8	1.7
Manager	Aditya Khemani	Rohit Singhania
ISIN Code	INF205K01247	INF740K01094
Exits Load	Invesco India Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	DSP Equity Opportunities 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 LARGE & MID CAP FUND - Growth	DSP Large & Mid Cap Fund - Regular Growth
1 Month	-0.96%	1.56%
6 Month	4.25%	4.64%
1 Year	4.64%	2.89%
3 Year	22.79%	19.24%
5 Year	21.04%	19.79%

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	DSP Large & Mid Cap Fund - Regular Growth
6 Month	0.83%	3.92%
1 Year	16.37%	15.34%
3 Year	22.48%	17.47%
5 Year	20.78%	17.58%

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	DSP Large & Mid Cap Fund - Regular Growth
1 Year	13.39%	18.24%
3 Year	14.76%	18.24%
5 Year	15.03%	16.66%

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	DSP Large & Mid Cap Fund - Regular Growth
Standard Deviation	12.64%	12.87%
Sharp	1.15%	0.98%
Beta	1%	0.95%
Alpha	4.66%	1.43%

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	DSP Large & Mid Cap Fund - Regular Growth
Name	Aditya Khemani	Rohit Singhania
Total AUM	₹12070 Cr	₹46862 Cr
Funds Managed	3	7
	INVESCO INDIA LARGE & MID CAP FUND - Growth	DSP Large & Mid Cap Fund - Regular Growth

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	DSP Large & Mid Cap Fund - Regular Growth
Others	0.71	2.22
Large Cap	35.17	52.61
Mid Cap	41.04	34.68
Small Cap	23.08	10.43

Scheme Name	INVESCO INDIA LARGE & MID CAP FUND - Growth	DSP Large & Mid Cap Fund - Regular Growth
Others	0.71	2.22
Telecom - Services	1.65	3.09
Retailing	14.4	0.83
Auto Components	0.52	6.47
Healthcare Services	12.09	2.76
Realty	7.16	1.69
Insurance	4.25	4.93
Banks	9.54	23.56
Consumer Durables	6.13	1.92
Commercial Services & Supplies	0.48	-
IT - Software	3.93	10.84
Industrial Products	3.47	0.96
Electrical Equipment	1.93	-
Capital Markets	7.34	-
Finance	8.61	6.17
Automobiles	1.47	2.63
Pharmaceuticals & Biotechnology	7.16	7.93
Transport Services	4.83	1.03
Industrial Manufacturing	1.5	-
Cement & Cement Products	2.83	2.1
Construction	-	2.8
Petroleum Products	-	3.17
Diversified FMCG	-	2.1
Non - Ferrous Metals	-	0.8
Chemicals & Petrochemicals	-	1.56
Gas	-	3.76
Fertilizers & Agrochemicals	-	1.09
Oil	-	1.92
Personal Products	-	1.1
Power	-	1.34
Ferrous Metals	-	1.17