Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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 Risk Very High Risk
Asset Size (Cr) ₹935 Cr ₹1274 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 2.15 2.12
Manager Amit Ganatra Sanjeev Sharma
ISIN Code INF205K01213 INF966L01BO9
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 Quant Dynamic Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month -2.17% -5.04%
6 Month -4.22% -14.84%
1 Year 6.93% -1.36%
3 Year 11.32% -
5 Year 10.15% -

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month - -
1 Year -1.92% -14.61%
3 Year 11.87% -
5 Year 11.87% -

Rolling Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year 11.45% 52.56%
3 Year 10.8% -
5 Year 10.87% -

Risk Management

Scheme Name Invesco India Dynamic Equity Fund - Growth Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation 7.47% -
Sharp 0.6% -
Beta 1.02% -
Alpha 2.1% -

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 33.34 26.42
Small Cap 4.9 5.79
Large Cap 51.99 65.83
Mid Cap 9.77 1.96

Sector Allocation

Scheme Name

Invesco India Dynamic Equity Fund - Growth

Quant Dynamic Asset Allocation Fund Regular - Growth

Others 33.34 26.42
Cement & Cement Products 0.71 -
Telecom - Services 1.93 -
Petroleum Products 4.97 9.44
Electrical Equipment 2.2 -
IT - Software 11.39 -
Construction 6.34 6.97
Finance 2.4 12.68
Healthcare Services 2.38 -
Retailing 3.46 -
Banks 11.94 -
Pharmaceuticals & Biotechnology 5.95 1.96
Automobiles 2.42 -
Insurance 0.9 15.35
Beverages 0.99 -
Aerospace & Defense 1.17 -
Consumer Durables 2.85 -
Industrial Products 0.53 -
Realty 0.97 -
Fertilizers & Agrochemicals 0.71 -
Transport Services 0.68 -
Power 1.77 -
Diversified FMCG - 14.27
Commercial Services & Supplies - 2.17
Food Products - 4.3
Auto Components - 6.44

Top Comparisons

ITI Dynamic Bond Fund Regular - Growth ITI Dynamic Bond Fund Regular - Growth

3Y Returns6.26%

VS

360 ONE Dynamic Bond Fund Regular-Growth 360 ONE Dynamic Bond Fund Regular-Growth

3Y Returns6.59%

Compare Now

SBI Magnum Low Duration Fund - Regular Plan - Growth SBI Magnum Low Duration Fund - Regular Plan - Growth

3Y Returns6.15%

VS

HSBC Low Duration Fund - Regular Growth HSBC Low Duration Fund - Regular Growth

3Y Returns6.31%

Compare Now

ICICI Prudential Banking and PSU Debt Fund - Growth ICICI Prudential Banking and PSU Debt Fund - Growth

3Y Returns6.74%

VS

DSP Banking & PSU Debt Fund - Regular Plan - Growth DSP Banking & PSU Debt Fund - Regular Plan - Growth

3Y Returns6.22%

Compare Now

Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan

3Y Returns6.78%

VS

Sundaram Corporate Bond Fund Regular Plan- Growth Sundaram Corporate Bond Fund Regular Plan- Growth

3Y Returns6.05%

Compare Now
Add to Cart Successfully