DSP Equity & Bond Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare

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tortoise-icon INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

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tortoise-icon DSP Equity & Bond 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 AGGRESSIVE HYBRID FUND - Regular Plan - Growth DSP Equity & Bond Fund- Regular Plan - Growth
Fund INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth DSP Equity & Bond Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹489 Cr ₹9698 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 15 Jun 2018 26 May 1999
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 146% 48%
Expense Ratio 2.41 1.77
Manager Krishna Venkat Cheemalapati Kedar Karnik
ISIN Code INF205K011Q3 INF740K01318
Exits Load Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 Exit load of 1% if redeemed within 12 months/365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth DSP Equity & Bond Fund- Regular Plan - Growth
1 Month 2.69% 6%
6 Month 18.93% 20%
1 Year 39.04% 30.48%
3 Year 16.51% 13.62%
5 Year 16.66% 18.7%

SIP Return Analysis

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth DSP Equity & Bond Fund- Regular Plan - Growth
6 Month - -
1 Year 16.76% 12.47%
3 Year 34.55% 28.55%
5 Year 55.37% 52.52%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth DSP Equity & Bond Fund- Regular Plan - Growth
1 Year 16.39% 17.19%
3 Year 41.98% 40.7%
5 Year 61.68% 58.14%

Risk Management

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth DSP Equity & Bond Fund- Regular Plan - Growth
Standard Deviation 9.53% 10.24%
Sharp 0.91% 0.72%
Beta 0.99% 1.07%
Alpha 2.73% 0.89%

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Fund Managers

Scheme Name INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth DSP Equity & Bond Fund- Regular Plan - Growth
Name Krishna Venkat Cheemalapati Kedar Karnik
Total AUM ₹24743 Cr ₹32997 Cr
Fund Manage 19 11
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth DSP Equity & Bond Fund- Regular Plan - Growth

Market Cap

Scheme Name

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

DSP Equity & Bond Fund- Regular Plan - Growth

Others 31.86 28.72
Large Cap 45.37 42.72
Small Cap 9.97 12.19
Mid Cap 12.8 16.37

Sector Allocation

Scheme Name

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

DSP Equity & Bond Fund- Regular Plan - Growth

Sovereign 20.8 10.05
Financial 25.43 41.88
Services 9.88 1.67
Capital Goods 8.25 3.04
Energy 4.49 -
Technology 4.58 4.82
Automobile 8.44 8.22
Healthcare 5.04 5.75
Consumer Discretionary 1.7 0.29
Consumer Staples 2.49 6.14
Communication 1.47 2.64
Construction 1.19 0.02
Others 1.5 2.9
Materials 1.83 2.58
Metals & Mining 1.51 2.22
Chemicals 1.09 2.65
Textiles 0.31 1.18
Insurance - 2.46
Diversified - 1.49

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