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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) | ₹1045 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 | 1.48% | 1.38% |
| 6 Month | 9.95% | 12.42% |
| 1 Year | 1.84% | -4.29% |
| 3 Year | 13.06% | - |
| 5 Year | 12.94% | - |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.79% | 1.77% |
| 1 Year | 7.46% | 7.07% |
| 3 Year | 12.15% | - |
| 5 Year | 11.75% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.13% | 30.29% |
| 3 Year | 10.96% | - |
| 5 Year | 11% | - |
Risk Management
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 7.47% | - |
| Sharp | 0.84% | - |
| Beta | 0.08% | - |
| Alpha | 6.16% | - |
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 | 41.81 | 30.94 |
| Large Cap | 49.58 | 59.73 |
| Mid Cap | 6.88 | 4.46 |
| Small Cap | 1.72 | 4.87 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 36.71 | 26.72 |
| Communication Services | 2.61 | - |
| Energy | 4.39 | - |
| Technology | 9.12 | - |
| Industrials | 7.75 | 3.08 |
| Healthcare | 9 | 8.06 |
| Utilities | 1.21 | 8.66 |
| Basic Materials | 1.8 | - |
| Financial Services | 13.83 | 29.18 |
| Consumer Cyclical | 10.45 | 13.78 |
| Consumer Defensive | 2.4 | 7.61 |
| Real Estate | 0.74 | 2.9 |
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