INVESCO INDIA LARGE & MID CAP FUND vs DSP Equity Opportunities 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 Risk | Very High Risk |
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 | -4.37% | -3.25% |
6 Month | -7.74% | -10.47% |
1 Year | 13.54% | 9.61% |
3 Year | 18.75% | 17.64% |
5 Year | 17.5% | 18.17% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -3.58% | -4.92% |
3 Year | 21.29% | 18.84% |
5 Year | 20.76% | 20.09% |
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 | 0.78% | 0.73% |
Beta | 0.98% | 0.97% |
Alpha | 1.91% | 0.68% |
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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 |
Fund Manage | 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 | 0.31 | 2.64 |
Large Cap | 37.45 | 50.98 |
Mid Cap | 49.15 | 35.21 |
Small Cap | 13.09 | 10.84 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 0.31 | 2.64 |
Telecom - Services | 2.01 | 2.71 |
Industrial Products | 6.68 | 2.52 |
Healthcare Services | 5.49 | 0.64 |
Retailing | 8.27 | - |
Realty | 7.55 | 1.02 |
Insurance | 4.26 | 2.94 |
Banks | 13.94 | 23.92 |
Consumer Durables | 6.82 | 2.91 |
Leisure Services | 3.27 | - |
Cement & Cement Products | 3.79 | 2.37 |
Electrical Equipment | 1.91 | - |
Capital Markets | 4.26 | - |
Finance | 5.84 | 7.33 |
Automobiles | 4.18 | 2.79 |
Agricultural Food & other Products | 1.41 | - |
Ferrous Metals | 1.1 | 0.81 |
IT - Software | 6.66 | 7.4 |
Auto Components | 2.7 | 6.06 |
Pharmaceuticals & Biotechnology | 5.46 | 8.94 |
Transport Services | 2.64 | 0.85 |
Industrial Manufacturing | 1.45 | - |
Construction | - | 4.14 |
Petroleum Products | - | 3.01 |
Diversified FMCG | - | 2.35 |
Non - Ferrous Metals | - | 1.13 |
Chemicals & Petrochemicals | - | 1.9 |
Gas | - | 3.9 |
Fertilizers & Agrochemicals | - | 1.47 |
Diversified | - | 0.87 |
Oil | - | 1.38 |
Food Products | - | 0.55 |
Personal Products | - | 1.42 |
Power | - | 1.7 |
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