DSP Dynamic Asset Allocation Fund vs Invesco India Dynamic Equity Fund compare
Invesco India Dynamic Equity Fund - Growth
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
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 | 2.77% | 3.54% |
6 Month | -6.14% | -1.28% |
1 Year | 5.35% | 11.75% |
3 Year | 10.99% | 10.28% |
5 Year | 15.75% | 13.75% |
SIP Return Analysis
Scheme Name | Invesco India Dynamic Equity Fund - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
6 Month | -3.03% | 0.91% |
1 Year | -2.41% | 4.91% |
3 Year | 12.19% | 12.35% |
5 Year | 11.85% | 10.75% |
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 | 0.54% | 0.446% |
Beta | 1.05% | - |
Alpha | 1.84% | - |
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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 |
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 | 36.75 | 33.2 |
Large Cap | 49.88 | 50.33 |
Mid Cap | 9.68 | 6.96 |
Small Cap | 3.68 | 9.5 |
Sector Allocation
Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Others | 34.7 | 33.18 |
Communication Services | 2.05 | 1.8 |
Energy | 4.57 | 7.21 |
Industrials | 10.14 | 7.16 |
Technology | 10.71 | 3.18 |
Consumer Cyclical | 7.94 | 4.82 |
Financial Services | 13.67 | 24.4 |
Healthcare | 8.59 | 2.45 |
Utilities | 2.98 | 4.47 |
Basic Materials | 1.68 | 7.04 |
Consumer Defensive | 1.98 | 3.94 |
Real Estate | 0.99 | 0.37 |
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