INVESCO INDIA LARGE & MID CAP FUND vs DSP Equity Opportunities Fund compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
DSP Large & Mid Cap Fund - Regular Growth
Chart Comparison
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) | ₹6250 Cr | ₹13444 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 | 3.02% | 2.27% |
6 Month | 4.25% | 3.71% |
1 Year | 16.87% | 11.69% |
3 Year | 26.06% | 23.82% |
5 Year | 27.09% | 27.52% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 7.24% | 6.23% |
1 Year | 10.38% | 5.93% |
3 Year | 26.72% | 22.44% |
5 Year | 22.94% | 21% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 13.52% | 18.49% |
3 Year | 14.27% | 17.67% |
5 Year | 14.77% | 16.58% |
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 | 0.96% | 0.94% |
Beta | 0.97% | 0.94% |
Alpha | 3.49% | 2.69% |
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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 | 0.94 | - |
Large Cap | 37.3 | - |
Mid Cap | 43.57 | - |
Small Cap | 18.19 | - |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
DSP Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 0.94 | - |
Telecom - Services | 1.91 | - |
Retailing | 12.95 | - |
Healthcare Services | 7.54 | - |
Realty | 6.21 | - |
Insurance | 3.94 | - |
Banks | 11.11 | - |
Consumer Durables | 5.01 | - |
Leisure Services | 3.63 | - |
Industrial Products | 4.9 | - |
Electrical Equipment | 2.98 | - |
Capital Markets | 5.81 | - |
Finance | 7.73 | - |
Agricultural Food & other Products | 1.5 | - |
Ferrous Metals | 0.91 | - |
IT - Software | 4.4 | - |
Auto Components | 1.13 | - |
Automobiles | 2.61 | - |
Pharmaceuticals & Biotechnology | 6.01 | - |
Transport Services | 4.87 | - |
Cement & Cement Products | 2.7 | - |
Industrial Manufacturing | 1.21 | - |
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