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Quant Dynamic Asset Allocation Fund Regular vs Invesco India Dynamic Equity Fund compare
Invesco India Dynamic Equity Fund - Growth
Quant Dynamic Asset Allocation Fund Regular - Growth
Chart Comparison
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) | ₹1050 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 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Month | 3.18% | 3.05% |
| 6 Month | 5.38% | 6.03% |
| 1 Year | 4.67% | 2.75% |
| 3 Year | 13.21% | - |
| 5 Year | 12.71% | - |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.76% | 1.25% |
| 1 Year | 8.21% | 9.79% |
| 3 Year | 11.88% | - |
| 5 Year | 11.72% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Year | 10.96% | 20.49% |
| 3 Year | 11.02% | - |
| 5 Year | 11.04% | - |
Risk Management
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 7.47% | - |
| Sharp | 0.85% | - |
| Beta | 0.11% | - |
| Alpha | 6.08% | - |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 40.13 | 27.49 |
| Large Cap | 51.47 | 62.85 |
| Mid Cap | 6.75 | 4.79 |
| Small Cap | 1.65 | 4.87 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 35.11 | 21.55 |
| Communication Services | 2.53 | - |
| Energy | 4.39 | - |
| Technology | 8.67 | - |
| Industrials | 7.91 | 2.85 |
| Healthcare | 8.81 | 7.29 |
| Utilities | 1.14 | 9.15 |
| Basic Materials | 1.85 | - |
| Financial Services | 16.07 | 34.03 |
| Consumer Cyclical | 10.46 | 14.7 |
| Consumer Defensive | 2.32 | 7.58 |
| Real Estate | 0.75 | 2.85 |
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