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

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tortoise-icon DSP World Energy 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 - 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) ₹21 Cr ₹135 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 2.1
Manager Amit Nigam Jay Kothari
ISIN Code INF205K01B15 INF740K01284
Exits Load Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 Nil/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 -2.61% -6.6%
6 Month 5.4% -6.21%
1 Year 22.04% 2.47%
3 Year 12.3% -1.66%
5 Year 13.51% 5.53%

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 25.19% 3%
3 Year 21.07% 4.44%
5 Year 17.73% 6.6%

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 - -

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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 2.6 1.48
Financial 97.4 98.52

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