Link copied to clipboard!

tortoise-icon Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

Invest Now

tortoise-icon DSP World Energy Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth DSP World Energy Fund - Regular Plan - Growth
Fund Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth DSP World Energy Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹25 Cr ₹131 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 May 2014 14 Aug 2009
Category International FoF International FoF
Fund Type Open Ended Open Ended
Benchmark MSCI World Net Dividend MSCI World,MSCI World Energy 10/40 Net TRI
Turn Over 29% 20%
Expense Ratio 1.4 2.15
Manager Amit Nigam Jay Kothari
ISIN Code INF205K01B15 INF740K01284
Exits Load Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth DSP World Energy Fund - Regular Plan - Growth
1 Month -3.62% -5.14%
6 Month 4.63% -7.34%
1 Year 12.65% -6.56%
3 Year 11.18% -1.75%
5 Year 12.48% 4.36%

SIP Return Analysis

Scheme Name Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth DSP World Energy Fund - Regular Plan - Growth
6 Month - -
1 Year 8.59% -10.77%
3 Year 16.65% 0.14%
5 Year 15.42% 3.92%

Rolling Lumpsum Returns

Scheme Name Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth DSP World Energy Fund - Regular Plan - Growth
1 Year 8.85% 2.15%
3 Year 8.55% 3.73%
5 Year 8.92% 3.27%

Risk Management

Scheme Name Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth DSP World Energy Fund - Regular Plan - Growth
Standard Deviation 15.84% 21.65%
Sharp 0.46% 0.09%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth DSP World Energy Fund - Regular Plan - Growth
Name Amit Nigam Jay Kothari
Total AUM ₹14602 Cr ₹0 Cr
Fund Manage 13 20
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth DSP World Energy Fund - Regular Plan - Growth

Market Cap

Scheme Name

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

DSP World Energy Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

DSP World Energy Fund - Regular Plan - Growth

Others 100 100

Top Comparisons

Kotak Consumption Fund - Regular (G) Kotak Consumption Fund - Regular (G)

3Y Returns0%

VS

Aditya Birla Sun Life India Gennext Fund-Growth Option Aditya Birla Sun Life India Gennext Fund-Growth Option

3Y Returns15.83%

Compare Now

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns22.05%

VS

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

3Y Returns19.19%

Compare Now

Nippon India Equity Hybrid Fund - Growth Plan Nippon India Equity Hybrid Fund - Growth Plan

3Y Returns15.59%

VS

HSBC Aggressive Hybrid Fund - Regular Growth HSBC Aggressive Hybrid Fund - Regular Growth

3Y Returns14.6%

Compare Now

Kotak Medium Term Fund - Growth Kotak Medium Term Fund - Growth

3Y Returns5.91%

VS

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

3Y Returns3.92%

Compare Now
Request call back
Add to Cart Successfully