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Invesco India Dynamic Equity Fund vs DSP Dynamic Asset Allocation Fund compare
Invesco India Dynamic Equity Fund - Growth
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India Dynamic Equity Fund - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderate |
| Asset Size (Cr) | ₹935 Cr | ₹3186 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 04 Oct 2007 | 06 Feb 2014 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate Index |
| Turn Over | 173% | 429% |
| Expense Ratio | 2.15 | 1.93 |
| Manager | Amit Ganatra | Laukik Bagwe |
| ISIN Code | INF205K01213 | INF740K01K57 |
| Exits Load | Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 | DSP Dynamic Asset Allocation 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 Dynamic Equity Fund - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.9% | -0.34% |
| 6 Month | -7.06% | -2.53% |
| 1 Year | 4.92% | 9.73% |
| 3 Year | 11.63% | 10.29% |
| 5 Year | 12.93% | 11.15% |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -5.93% | -1.98% |
| 1 Year | -7.38% | 1.11% |
| 3 Year | 10.34% | 10.79% |
| 5 Year | 10.76% | 9.86% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.45% | 8.72% |
| 3 Year | 10.8% | 8.5% |
| 5 Year | 10.87% | 8.08% |
Risk Management
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.47% | 6.718% |
| Sharp | 0.54% | 0.446% |
| Beta | 1.05% | - |
| Alpha | 1.84% | - |
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Fund Managers
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Name | Amit Ganatra | Laukik Bagwe |
| Total AUM | ₹23585 Cr | ₹12579 Cr |
| Fund Manage | 5 | 10 |
| Invesco India Dynamic Equity Fund - Growth | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 36.75064 | 33.20427 |
| Large Cap | 49.88166 | 50.33262 |
| Mid Cap | 9.68415 | 6.96351 |
| Small Cap | 3.68351 | 9.49963 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.70395 | 33.17722 |
| Communication Services | 2.04669 | 1.79991 |
| Energy | 4.57168 | 7.20814 |
| Industrials | 10.14312 | 7.15981 |
| Technology | 10.70674 | 3.17747 |
| Consumer Cyclical | 7.94119 | 4.82127 |
| Financial Services | 13.66658 | 24.3973 |
| Healthcare | 8.59218 | 2.44564 |
| Utilities | 2.98342 | 4.46575 |
| Basic Materials | 1.6753 | 7.03542 |
| Consumer Defensive | 1.97588 | 3.93779 |
| Real Estate | 0.99323 | 0.37431 |
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