DSP Equity Opportunities Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
DSP Equity Opportunities Fund-Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6250 Cr | ₹13444 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 09 Aug 2007 | 16 May 2000 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 73% | 40% |
Expense Ratio | 1.8 | 1.7 |
Manager | Aditya Khemani | Rohit Singhania |
ISIN Code | INF205K01247 | INF740K01094 |
Exits Load | Invesco India Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | DSP Equity Opportunities 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 LARGE & MID CAP FUND - Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
1 Month | 6.57% | 6.98% |
6 Month | -12.02% | -11.21% |
1 Year | 12.29% | 13.01% |
3 Year | 18.88% | 18.43% |
5 Year | 26.88% | 28.46% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
6 Month | -5.71% | -2.59% |
1 Year | -5.14% | -4.08% |
3 Year | 22.28% | 20.49% |
5 Year | 20.89% | 20.52% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
1 Year | 13.52% | 18.49% |
3 Year | 14.27% | 17.67% |
5 Year | 14.77% | 16.58% |
Risk Management
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.64% | 12.87% |
Sharp | 0.75% | 0.74% |
Beta | 0.97% | 0.93% |
Alpha | 2.65% | 2.02% |
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Fund Managers
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Name | Aditya Khemani | Rohit Singhania |
Total AUM | ₹12070 Cr | ₹46862 Cr |
Funds Managed | 3 | 7 |
INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
Market Cap
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 2.24 | 3.7 |
Large Cap | 34.77 | 50.98 |
Mid Cap | 44.77 | 35.38 |
Small Cap | 18.22 | 9.94 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 0.27 | 2.18 |
Communication Services | 1.96 | 3.27 |
Consumer Cyclical | 23.77 | 10.79 |
Healthcare | 13.77 | 9.87 |
Real Estate | 6.66 | 1.13 |
Financial Services | 27.46 | 32.76 |
Basic Materials | 4.9 | 10.92 |
Industrials | 10.04 | 6.88 |
Consumer Defensive | 2.25 | 4.17 |
Technology | 8.91 | 7.57 |
Energy | - | 5.95 |
Utilities | - | 4.51 |
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