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 | Very High |
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 | 4.92% | 3.08% |
6 Month | -3.61% | -3.96% |
1 Year | 20.22% | 15.66% |
3 Year | 21.18% | 19.75% |
5 Year | 26.45% | 26.97% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
6 Month | 0.03% | 1.13% |
1 Year | 0.04% | -1.23% |
3 Year | 23.85% | 20.76% |
5 Year | 21.56% | 20.38% |
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 | 0.76% | 0.78% |
Beta | 0.97% | 0.95% |
Alpha | 2.95% | 2.83% |
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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 |
Funds Managed | 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 | 3.8 | 5.88 |
Large Cap | 35.92 | 48.8 |
Mid Cap | 42.59 | 35.62 |
Small Cap | 17.69 | 9.7 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
DSP Equity Opportunities Fund-Regular Plan - Growth |
---|---|---|
Others | 2.01 | 4.12 |
Communication Services | 1.79 | 3.31 |
Consumer Cyclical | 23.58 | 10.36 |
Healthcare | 14.39 | 10.95 |
Real Estate | 6.51 | 1.14 |
Financial Services | 27.11 | 32.34 |
Basic Materials | 4.56 | 10.94 |
Industrials | 10.18 | 6.42 |
Consumer Defensive | 2.23 | 4.15 |
Technology | 7.63 | 6.32 |
Energy | - | 5.64 |
Utilities | - | 4.3 |
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