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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 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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