Quant Dynamic Asset Allocation Fund Regular vs Invesco India Dynamic Equity Fund compare

Link copied to clipboard!

Invesco India Dynamic Equity Fund - Growth

Invest Now

Quant Dynamic Asset Allocation Fund Regular - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Fund	Invesco India Dynamic Equity Fund - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹935 Cr	₹1274 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	04 Oct 2007	12 Apr 2023
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	CRISIL Hybrid 50+50 Moderate Index
Turn Over	173%	%
Expense Ratio	2.15	2.12
Manager	Amit Ganatra	Sanjeev Sharma
ISIN Code	INF205K01213	INF966L01BO9
Exits Load	Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365	Quant Dynamic Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month	2.2%	3.1%
6 Month	-0.67%	-3.1%
1 Year	7.29%	-0.97%
3 Year	13.01%	-
5 Year	13.8%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	0.31%	1.47%
1 Year	-0.05%	-6.88%
3 Year	12.71%	-
5 Year	12.04%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	11.45%	52.56%
3 Year	10.8%	-
5 Year	10.87%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation	7.47%	-
Sharp	0.5%	-
Beta	1.04%	-
Alpha	1.87%	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Name	Amit Ganatra	Sanjeev Sharma
Total AUM	₹23585 Cr	₹39731 Cr
Funds Managed	5	22
	Invesco India Dynamic Equity Fund - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	38.08	35.6
Large Cap	51.65	56.58
Mid Cap	8.26	3.94
Small Cap	2.02	3.88

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	35.78	34.43
Communication Services	2.29	-
Energy	4.41	13.33
Technology	10.19	-
Industrials	8.83	7.52
Financial Services	15.2	22.2
Healthcare	8.82	5.11
Consumer Cyclical	8.67	8.4
Utilities	1.31	-
Basic Materials	1.67	-
Consumer Defensive	1.99	9.01
Real Estate	0.84	-