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)	₹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	1.09%	2%
6 Month	-2.35%	0.31%
1 Year	6.33%	0.14%
3 Year	15.61%	-
5 Year	13.95%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	4.11%	7.74%
1 Year	4.51%	5.02%
3 Year	13.03%	-
5 Year	12.22%	-

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	7.47%	-
Sharp	0.94%	-
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	31.98	35.6
Large Cap	57.4	56.58
Mid Cap	8.87	3.94
Small Cap	1.75	3.88

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	31.98	34.43
Telecom - Services	2.76	-
Petroleum Products	4.92	-
IT - Software	8.8	-
Construction	5.98	-
Healthcare Services	2.31	-
Other Utilities	0.1	-
Non - Ferrous Metals	0.79	-
Banks	12.12	-
Pharmaceuticals & Biotechnology	7.23	-
Cement & Cement Products	1.04	-
Power	1.18	-
Automobiles	4.01	-
Commercial Services & Supplies	0.71	-
Finance	1.96	-
Insurance	2.01	-
Beverages	1.33	-
Food Products	1.27	-
Aerospace & Defense	1.21	-
Consumer Durables	2.66	-
Retailing	3.86	-
Realty	0.89	-
Transport Services	0.88	-
Energy	-	13.33
Industrials	-	7.52
Consumer Defensive	-	9.01
Financial Services	-	22.2
Healthcare	-	5.11
Consumer Cyclical	-	8.4