DSP Equity & Bond Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
DSP Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Fund | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹596 Cr | ₹10137 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 30 Jun 2018 | 27 May 1999 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 146% | 48% |
Expense Ratio | 2.37 | 1.75 |
Manager | Krishna Venkat Cheemalapati | Kedar Karnik |
ISIN Code | INF205K011Q3 | INF740K01318 |
Exits Load | Invesco India Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | DSP Aggressive Hybrid 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 AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Month | -4.7% | -1.42% |
6 Month | -5.89% | -3.05% |
1 Year | 10.34% | 13.64% |
3 Year | 13.27% | 12.95% |
5 Year | 12.42% | 13.63% |
SIP Return Analysis
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -3.62% | 3.6% |
3 Year | 14.97% | 15.51% |
5 Year | 14.69% | 15.3% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 12.34% | 13.42% |
3 Year | 13.64% | 14.28% |
5 Year | 13.46% | 14.35% |
Risk Management
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 10.637% | 10.24% |
Sharp | 0.736% | 0.55% |
Beta | 1.065% | 1.11% |
Alpha | 2.306% | 2.05% |
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Fund Managers
Scheme Name | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth | DSP Aggressive Hybrid 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 Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.88 | 31.47 |
Large Cap | 35.74 | 42.46 |
Small Cap | 12.37 | 12.14 |
Mid Cap | 19.01 | 13.93 |
Sector Allocation
Scheme Name |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
DSP Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 32.88 | 31.47 |
Telecom - Services | 2.25 | 1.33 |
IT - Software | 5.24 | 4.89 |
Retailing | 7 | 1.13 |
Banks | 9.36 | 17.45 |
Realty | 1.89 | - |
Paper, Forest & Jute Products | 1.51 | - |
Aerospace & Defense | 2.86 | - |
Cement & Cement Products | 1.92 | 0.75 |
Automobiles | 4.21 | 3.73 |
Capital Markets | 1.23 | 1.21 |
Finance | 4.11 | 9.1 |
Insurance | 0.95 | 2.63 |
Electrical Equipment | 2.21 | 1.15 |
Beverages | 0.76 | 1.6 |
Ferrous Metals | 0.64 | - |
Agricultural, Commercial & Construction Vehicles | 0.83 | - |
Consumer Durables | 2.88 | 1.51 |
Pharmaceuticals & Biotechnology | 2.81 | 5.32 |
Auto Components | 3.65 | 3.29 |
Financial Technology (Fintech) | 0.99 | - |
Healthcare Services | 0.81 | 1.13 |
Food Products | 0.81 | - |
Industrial Products | 1.45 | 2.77 |
Fertilizers & Agrochemicals | 0.95 | 0.81 |
Transport Services | 0.98 | - |
Industrial Manufacturing | 2.67 | - |
Power | 2.15 | - |
Diversified FMCG | - | 3.28 |
Chemicals & Petrochemicals | - | 1.64 |
Diversified | - | 0.39 |
Personal Products | - | 1.61 |
Textiles & Apparels | - | 1.81 |
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