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

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tortoise-icon Invesco India Dynamic Equity Fund - Growth

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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 -2.46% -0.29%
6 Month 7.79% 16.01%
1 Year 26.16% 57.63%
3 Year 12.27% -
5 Year 11.71% -

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 11.36% 55.3%
3 Year 10.72% -
5 Year 10.79% -

Risk Management

Scheme Name Invesco India Dynamic Equity Fund - Growth Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation 7.47% -
Sharp 0.77% -
Beta 0.31% -
Alpha 3.3% -

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

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