Quant Dynamic Asset Allocation Fund Regular vs Invesco India Dynamic Equity Fund compare

Link copied to clipboard!

tortoise-icon Invesco India Dynamic Equity Fund - Growth

Invest Now

tortoise-icon Quant Dynamic Asset Allocation Fund Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Invesco India Dynamic Equity Fund - Growth Quant Dynamic Asset Allocation Fund Regular - Growth
Fund Invesco India Dynamic Equity Fund - Growth Quant Dynamic Asset Allocation Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹770 Cr ₹1201 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Oct 2007 12 Apr 2023
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% %
Expense Ratio 2.2 2.13
Manager Amit Ganatra Sanjeev Sharma
ISIN Code INF205K01213 INF966L01BO9
Exits Load Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month 2.95% -0.29%
6 Month 10.77% 16.01%
1 Year 26.33% 57.63%
3 Year 12.34% -
5 Year 13.23% -

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month - -
1 Year 10.82% 23.37%
3 Year 25.99% 30.96%
5 Year 41.3% 30.96%

Rolling Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year 12.53% 31.81%
3 Year 31.95% 32.71%
5 Year 44.68% 32.71%

Risk Management

Scheme Name Invesco India Dynamic Equity Fund - Growth Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation 7.47% -
Sharp 0.85% -
Beta 0.97% -
Alpha 2.14% -

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 Dynamic Equity Fund - Growth Quant Dynamic Asset Allocation Fund Regular - Growth
Name Amit Ganatra Sanjeev Sharma
Total AUM ₹23585 Cr ₹39731 Cr
Fund Manage 5 22
Invesco India Dynamic Equity Fund - Growth Quant Dynamic Asset Allocation Fund Regular - Growth

Market Cap

Scheme Name

Invesco India Dynamic Equity Fund - Growth

Quant Dynamic Asset Allocation Fund Regular - Growth

Others 37.61 41.02
Large Cap 52.05 51.64
Mid Cap 5.82 3.23
Small Cap 4.52 4.12

Sector Allocation

Scheme Name

Invesco India Dynamic Equity Fund - Growth

Quant Dynamic Asset Allocation Fund Regular - Growth

Others 19.86 26.83
Unclassified 15.74 -
Financial 15.61 25.39
Technology 4.63 -
Energy 3.18 18.26
Sovereign 6.8 -
Capital Goods 7.14 -
Healthcare 7.72 -
Services 5.46 6.82
Construction 1.02 -
Communication 1.74 -
Automobile 3.24 3.23
Consumer Discretionary 2.14 -
Materials 1.87 2.15
Metals & Mining 1.63 2.77
Insurance 0.95 6.52
Consumer Staples 1.27 7.02
Textiles - 1.02

Top Comparisons

ICICI Prudential Nifty Next 50 Index Fund - Growth ICICI Prudential Nifty Next 50 Index Fund - Growth

3Y Returns22.98%

VS

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns23.05%

Compare Now

BANDHAN INNOVATION FUND REGULAR PLAN GROWTH BANDHAN INNOVATION FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns5.99%

Compare Now

HSBC Dynamic Bond Fund - Regular Growth HSBC Dynamic Bond Fund - Regular Growth

3Y Returns5.37%

VS

Mirae Asset Dynamic Bond Fund-Regular Plan Growth Mirae Asset Dynamic Bond Fund-Regular Plan Growth

3Y Returns4.2%

Compare Now

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

3Y Returns18.2%

VS

UTI Large & Mid Cap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns22.95%

Compare Now
Request call back
Add to Cart Successfully