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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) | ₹1126 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 | -2.12% | -5.22% |
| 6 Month | -0.24% | -5.09% |
| 1 Year | 5.44% | 2.82% |
| 3 Year | 12.44% | - |
| 5 Year | 10.13% | - |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 6 Month | -2.04% | -6.48% |
| 1 Year | 0.53% | -8.69% |
| 3 Year | 7.94% | - |
| 5 Year | 9.66% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Year | 10.64% | 3.94% |
| 3 Year | 11.13% | - |
| 5 Year | 11.12% | - |
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 | 1.1% | - |
| Alpha | 0.83% | - |
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 | 32.06 | 39.49 |
| Large Cap | 63.06 | 47.1 |
| Mid Cap | 3.47 | 8.18 |
| Small Cap | 1.41 | 5.23 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 29.16 | 33.95 |
| Communication Services | 1.31 | - |
| Energy | 4.71 | - |
| Technology | 9.15 | - |
| Industrials | 6.83 | 2.24 |
| Healthcare | 7.37 | 5.57 |
| Financial Services | 21.33 | 17.86 |
| Consumer Defensive | 7.06 | 7.85 |
| Utilities | 1.2 | 10.81 |
| Basic Materials | 2.02 | - |
| Consumer Cyclical | 9.34 | 16.14 |
| Real Estate | 0.53 | 5.58 |
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