DSP World Energy Fund vs Invesco India compare

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) ₹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 5.74% 1.34%
6 Month 13.29% 4.93%
1 Year 26.88% 5.39%
3 Year 14.18% 3.64%
5 Year 16.13% 8.27%

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 10.18% 5.02%
3 Year 27.93% 9.29%
5 Year 47.05% 22.22%

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 14.7% 9.37%
3 Year 35.2% 17.1%
5 Year 48.28% 19.8%

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 2.6 1.48
Financial 97.4 98.52

Top Comparisons

ICICI Prudential Gilt Fund - Growth ICICI Prudential Gilt Fund - Growth

3Y Returns6.4%

VS

UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Regular Plan - Growth Option

3Y Returns5.64%

Compare Now

Motilal Oswal Small Cap Fund - Regular (G) Motilal Oswal Small Cap Fund - Regular (G)

3Y Returns0%

VS

Edelweiss Small Cap Fund - Regular Plan - Growth Edelweiss Small Cap Fund - Regular Plan - Growth

3Y Returns27.3%

Compare Now

Mirae Asset Midcap Fund - Regular Plan-Growth Option Mirae Asset Midcap Fund - Regular Plan-Growth Option

3Y Returns23.48%

VS

Quant Mid Cap Fund-Growth Quant Mid Cap Fund-Growth

3Y Returns31.96%

Compare Now

SBI International Access - US Equity FoF - Regular Plan - Growth SBI International Access - US Equity FoF - Regular Plan - Growth

3Y Returns12.29%

VS

DSP US Flexible Equity Fund - Regular Plan - Growth DSP US Flexible Equity Fund - Regular Plan - Growth

3Y Returns10.61%

Compare Now
Request call back
Add to Cart Successfully