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

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Invesco India Dynamic Equity Fund - Growth

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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 Risk	Moderate Risk
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

Scheme Name	Invesco India Dynamic Equity Fund - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Month	-2.17%	-0.89%
6 Month	-4.22%	-1.23%
1 Year	6.93%	9.85%
3 Year	11.32%	9.57%
5 Year	10.15%	9.2%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-0.51%	3.59%
3 Year	12.32%	11.04%
5 Year	11.96%	10.11%

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%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation	7.47%	6.604%
Sharp	0.6%	0.507%
Beta	1.02%	-
Alpha	2.1%	-

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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

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

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