Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Invesco India Dynamic Equity Fund - Growth

Invest Now

tortoise-icon DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Invest Now

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 Very High Moderate
Asset Size (Cr) ₹935 Cr ₹3186 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 2.15 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 1.26% 1.87%
6 Month -2.68% 1.28%
1 Year 8.14% 12.33%
3 Year 11.93% 11.14%
5 Year 14.96% 12.86%

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month -0.94% 2.51%
1 Year -1.58% 6.47%
3 Year 12.17% 12.71%
5 Year 11.72% 10.91%

Rolling Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year 11.45% 8.72%
3 Year 10.8% 8.5%
5 Year 10.87% 8.08%

Risk Management

Scheme Name Invesco India Dynamic Equity Fund - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation 7.47% 6.718%
Sharp 0.5% 0.446%
Beta 1.04% -
Alpha 1.87% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Funds Managed 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 38.08 33.2
Large Cap 51.65 50.33
Mid Cap 8.26 6.96
Small Cap 2.02 9.5

Sector Allocation

Scheme Name

Invesco India Dynamic Equity Fund - Growth

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Others 35.78 33.18
Communication Services 2.29 1.8
Energy 4.41 7.21
Technology 10.19 3.18
Industrials 8.83 7.16
Financial Services 15.2 24.4
Healthcare 8.82 2.45
Consumer Cyclical 8.67 4.82
Utilities 1.31 4.47
Basic Materials 1.67 7.04
Consumer Defensive 1.99 3.94
Real Estate 0.84 0.37

Top Comparisons

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

3Y Returns14.55%

VS

Canara Robeco Flexicap Fund - Regular Plan - Growth Option Canara Robeco Flexicap Fund - Regular Plan - Growth Option

3Y Returns12.97%

Compare Now

Kotak Equity Opportunities Fund - Growth Kotak Equity Opportunities Fund - Growth

3Y Returns16.95%

VS

Sundaram Large and Midcap Fund Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth

3Y Returns14.01%

Compare Now

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

3Y Returns10.61%

VS

Axis Global Innovation Fund of Fund - Regular Plan - Growth Axis Global Innovation Fund of Fund - Regular Plan - Growth

3Y Returns8.36%

Compare Now

HDFC Ultra Short Term Fund - Growth Option HDFC Ultra Short Term Fund - Growth Option

3Y Returns6.74%

VS

Nippon India Ultra Short Duration Fund- Growth Option Nippon India Ultra Short Duration Fund- Growth Option

3Y Returns6.57%

Compare Now
Add to Cart Successfully