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

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tortoise-icon INVESCO INDIA LARGE & MID CAP FUND - Growth

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tortoise-icon 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) ₹8125 Cr ₹15502 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

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth DSP Large & Mid Cap Fund - Regular Growth
1 Month 2.08% 2.89%
6 Month 26.53% 13.69%
1 Year 6.27% -2.47%
3 Year 25.19% 19.82%
5 Year 23.7% 22.26%

SIP Return Analysis

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth DSP Large & Mid Cap Fund - Regular Growth
6 Month 6.38% 2.31%
1 Year 21.53% 8.04%
3 Year 26.59% 18.13%
5 Year 22.88% 18.07%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth DSP Large & Mid Cap Fund - Regular Growth
1 Year 13.56% 17.79%
3 Year 14.49% 17.91%
5 Year 14.94% 16.77%

Risk Management

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth DSP Large & Mid Cap Fund - Regular Growth
Standard Deviation 12.64% 12.87%
Sharp 1.14% 0.92%
Beta 1% 0.96%
Alpha 5.8% 1.81%

Fund Managers

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

Market Cap

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

DSP Large & Mid Cap Fund - Regular Growth

Others 5.36 7.67
Large Cap 32.23 47.22
Mid Cap 43.5 35.51
Small Cap 18.9 9.59

Sector Allocation

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

DSP Large & Mid Cap Fund - Regular Growth

Others 1.93 3.99
Communication Services 1.71 2.91
Consumer Cyclical 20.4 11.35
Healthcare 19.28 11.2
Real Estate 7.26 1.59
Financial Services 26.98 32.12
Technology 5.78 9.06
Basic Materials 4.33 9.77
Industrials 12.32 4.11
Energy - 6.77
Consumer Defensive - 3.96
Utilities - 3.17

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