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) | ₹9406 Cr | ₹17215 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 | -2.18% | 0.19% |
| 6 Month | 4.34% | 5.21% |
| 1 Year | 2.76% | 5.25% |
| 3 Year | 23.23% | 19.76% |
| 5 Year | 20.12% | 19.26% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -2.24% | 2.39% |
| 1 Year | 10.56% | 11.91% |
| 3 Year | 21.17% | 17.05% |
| 5 Year | 20.32% | 17.54% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.35% | 18.19% |
| 3 Year | 14.8% | 18.27% |
| 5 Year | 15.04% | 16.67% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 14.70% | 13.47% |
| Sharp | 1.10% | 0.91% |
| Beta | 1.00% | 0.95% |
| Alpha | 4.57% | 1.28% |
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 | 7.94 | 9.22 |
| Large Cap | 29.32 | 48.48 |
| Small Cap | 20.16 | 7.68 |
| Mid Cap | 42.57 | 34.63 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
DSP Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.5 | 1.27 |
| Communication Services | 1.61 | 3.23 |
| Consumer Cyclical | 20.42 | 11.68 |
| Healthcare | 18.7 | 10.15 |
| Real Estate | 7.19 | 1.67 |
| Financial Services | 30.26 | 36.37 |
| Technology | 6.01 | 11.19 |
| Basic Materials | 3.15 | 8.6 |
| Industrials | 11.16 | 3.57 |
| Energy | - | 6.17 |
| Consumer Defensive | - | 3.03 |
| Utilities | - | 3.06 |
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