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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) | ₹1121 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 | -1.14% | -1.41% |
| 6 Month | 0.33% | -2.14% |
| 1 Year | 2.23% | 3.24% |
| 3 Year | 12.45% | - |
| 5 Year | 10.98% | - |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.1% | 0.27% |
| 1 Year | 7.12% | 6.18% |
| 3 Year | 10.3% | - |
| 5 Year | 10.94% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Year | 10.73% | 20.49% |
| 3 Year | 11.11% | - |
| 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 | 0.82% | - |
| Beta | 1.09% | - |
| Alpha | 1.02% | - |
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 | 32.93 | 39.49 |
| Large Cap | 59 | 47.1 |
| Mid Cap | 6.59 | 8.18 |
| Small Cap | 1.48 | 5.23 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 27.06 | 33.95 |
| Communication Services | 3.99 | - |
| Energy | 4.72 | - |
| Technology | 9.31 | - |
| Industrials | 8.39 | 2.24 |
| Healthcare | 8.68 | 5.57 |
| Financial Services | 18.64 | 17.86 |
| Utilities | 1.32 | 10.81 |
| Basic Materials | 1.78 | - |
| Consumer Cyclical | 12.44 | 16.14 |
| Consumer Defensive | 2.93 | 7.85 |
| Real Estate | 0.75 | 5.58 |
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