DSP Dynamic Asset Allocation Fund vs Invesco India Dynamic Equity Fund compare

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tortoise-icon Invesco India Dynamic Equity Fund - Growth

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tortoise-icon DSP Dynamic Asset Allocation Fund - Regular Plan - 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 DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Fund Invesco India Dynamic Equity Fund - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹905 Cr ₹3212 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 04 Oct 2007 06 Feb 2014
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% 429%
Expense Ratio 2.16 1.93
Manager Amit Ganatra Laukik Bagwe
ISIN Code INF205K01213 INF740K01K57
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 DSP Dynamic Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Month 2.64% 0.4%
6 Month 6.2% 3.69%
1 Year 16.96% 13.33%
3 Year 13.46% 9.84%
5 Year 12.02% 10.21%

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month - -
1 Year 14.62% 10.87%
3 Year 17.42% 13.32%
5 Year 15.02% 11.55%

Rolling Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year 11.36% 8.51%
3 Year 10.69% 8.42%
5 Year 10.78% 8.01%

Risk Management

Scheme Name Invesco India Dynamic Equity Fund - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation 7.47% 6.3%
Sharp 0.81% 0.52%
Beta 1.01% 0.74%
Alpha 3.44% -0.02%

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Fund Managers

Scheme Name Invesco India Dynamic Equity Fund - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Name Amit Ganatra Laukik Bagwe
Total AUM ₹23585 Cr ₹12579 Cr
Fund Manage 5 10
Invesco India Dynamic Equity Fund - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Market Cap

Scheme Name

Invesco India Dynamic Equity Fund - Growth

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Others 33.34 -0.53999999999999
Small Cap 4.9 8.41
Large Cap 51.99 48.53
Mid Cap 9.77 9.66

Sector Allocation

Scheme Name

Invesco India Dynamic Equity Fund - Growth

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Others 33.34 -0.53999999999999
Cement & Cement Products 0.71 1.07
Telecom - Services 1.93 1.66
Petroleum Products 4.97 2.46
Electrical Equipment 2.2 -
IT - Software 11.39 3.29
Construction 6.34 2.16
Finance 2.4 4.9
Healthcare Services 2.38 -
Retailing 3.46 0.15
Banks 11.94 17.56
Pharmaceuticals & Biotechnology 5.95 2.2
Automobiles 2.42 2.2
Insurance 0.9 1.58
Beverages 0.99 1.16
Aerospace & Defense 1.17 1.66
Consumer Durables 2.85 2.53
Industrial Products 0.53 1.1
Realty 0.97 0.73
Fertilizers & Agrochemicals 0.71 0.27
Transport Services 0.68 0.25
Power 1.77 3.89
Diversified FMCG - 1.92
Non - Ferrous Metals - 0.91
Agricultural, Commercial & Construction Vehicles - 0.38
Leisure Services - 0.43
Ferrous Metals - 0.31
Chemicals & Petrochemicals - 0.7
Industrial Manufacturing - 0.51
Gas - 0.1
Diversified Metals - 1.03
Oil - 0.51
Metals & Minerals Trading - 4
Food Products - 0.72
Consumable Fuels - 0.9
Personal Products - 0.48
Minerals & Mining - 0.77
Transport Infrastructure - 1.23
Capital Markets - 0.05
Auto Components - 0.83

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