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 Moderately High Very High
Asset Size (Cr) ₹905 Cr ₹1350 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 2.16 2.1
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 2.64% 0.38%
6 Month 6.2% -3.79%
1 Year 16.96% 23.05%
3 Year 13.46% -
5 Year 12.02% -

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month - -
1 Year 14.62% 2.95%
3 Year 17.42% -
5 Year 15.02% -

Rolling Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year 11.36% 55.72%
3 Year 10.69% -
5 Year 10.78% -

Risk Management

Scheme Name Invesco India Dynamic Equity Fund - Growth Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation 7.47% -
Sharp 0.81% -
Beta 1.01% -
Alpha 3.44% -

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

Nippon India Small Cap Fund - Growth Plan - Growth Option Nippon India Small Cap Fund - Growth Plan - Growth Option

3Y Returns27.85%

VS

Quant Small Cap Fund-Growth Quant Small Cap Fund-Growth

3Y Returns26.12%

Compare Now

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

3Y Returns19.48%

VS

Nippon India Multi Cap Fund-Growth Plan-Growth Option Nippon India Multi Cap Fund-Growth Plan-Growth Option

3Y Returns26.08%

Compare Now

Invesco India Corporate Bond Fund - Growth Invesco India Corporate Bond Fund - Growth

3Y Returns5.74%

VS

Mirae Asset Corporate Bond Fund Regular Growth Mirae Asset Corporate Bond Fund Regular Growth

3Y Returns5.56%

Compare Now

HSBC Flexi Cap Fund - Regular Growth HSBC Flexi Cap Fund - Regular Growth

3Y Returns18.18%

VS

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns14.82%

Compare Now
Request call back
Add to Cart Successfully