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 | 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 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
3Y Returns14.55%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns12.97%
Kotak Equity Opportunities Fund - Growth
3Y Returns16.95%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns14.01%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns10.61%
Axis Global Innovation Fund of Fund - Regular Plan - Growth
3Y Returns8.36%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns6.74%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.57%