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

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Invesco India Dynamic Equity Fund - Growth

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Quant Dynamic Asset Allocation Fund Regular - Growth

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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)	₹978 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	2.67%	2.5%
6 Month	0.99%	3.52%
1 Year	5.73%	-0.36%
3 Year	16.36%	-
5 Year	13.64%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	5.93%	9.52%
1 Year	8.6%	10.24%
3 Year	13.9%	-
5 Year	12.78%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	11.29%	42.79%
3 Year	10.91%	-
5 Year	10.92%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation	8.11%	-
Sharp	1.12%	-
Beta	1.05%	-
Alpha	1.14%	-

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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	31.22	23.94
Large Cap	58.08	66.52
Mid Cap	8.94	4.61
Small Cap	1.76	4.93

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	31.22	22.73
Telecom - Services	2.7	-
Petroleum Products	4.9	-
IT - Software	9.16	-
Construction	6.49	-
Healthcare Services	2.33	-
Other Utilities	0.12	-
Non - Ferrous Metals	0.79	-
Banks	12.09	-
Pharmaceuticals & Biotechnology	6.81	-
Cement & Cement Products	0.95	-
Power	1.28	-
Automobiles	4.12	-
Commercial Services & Supplies	0.7	-
Finance	1.99	-
Insurance	2.01	-
Beverages	1.2	-
Food Products	1.26	-
Aerospace & Defense	1.47	-
Consumer Durables	2.59	-
Retailing	4.03	-
Realty	0.91	-
Transport Services	0.88	-
Energy	-	9.62
Industrials	-	0
Financial Services	-	29.68
Healthcare	-	5.82
Consumer Defensive	-	7.18
Utilities	-	8.41
Real Estate	-	2.9
Consumer Cyclical	-	13.65