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Invesco India Dynamic Equity Fund - Growth

Hybrid: Dynamic Asset Allocation | Open Ended Schemes

Nav : 30.23

0.13 (0.43 %)

23-01-2020

EASTERN FINANCIERS's Take:

This fund has moderate ups and downs compared to equity funds and can give better returns than fixed income instruments as it keeps rebalancing it investments across different asset classes. Investment in this fund can be made for a horizon of at least 3 years or more

One Time Monthly
One Time Amount
Min Investment ₹500
Min Investment ₹1000.0

Returns (since Oct 04, 2007)

9.4%

10 Year Returns

10.2 %

Doubled Money

6 Years 11 Months

Sharp Ratio

0.85 %

Volatility

12.38 %

FUND PERFORMANCE

Fund's historical return comparison with other asset classes

₹ 1,00,000 Invested for
3m
6m
1y
3y
5y
10y
FUND
₹2.51L (20.25%)
FD
₹2.51L (20.25%)
GOLD
₹2.51L (20.25%)
NIFTY
₹2.51L (20.25%)

3 and 6 Months returns are absolute

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply
2x
4x
5x
10x
FUND
6 Years 11 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Invesco India Dynamic Equity Fund - Growth 04-10-2007 9.21 1.56 9.15 7.3 10.2
Kotak Balanced Advantage Fund -Regular Plan - Growth Option 05-07-2018 13.6 0.0 0.0 0.0 0.0
ICICI Prudential Balanced Advantage Fund - Growth 05-12-2006 12.52 6.61 10.19 8.83 12.15
Motilal Oswal Dynamic Fund (MOFDYNAMIC) - Regular Plan - Growth Option 08-09-2016 11.75 4.25 9.65 0.0 0.0
Baroda Dynamic Equity Fund-Regular Plan -Growth Option 05-11-2018 11.34 0.0 0.0 0.0 0.0
IDFC DEF_Regular Plan_Growth 10-10-2014 10.96 4.7 9.08 5.62 0.0
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 25-04-2000 10.88 4.64 7.41 8.22 9.31
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option 20-08-2009 10.77 4.14 10.4 6.24 9.4
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth 06-02-2014 10.4 6.5 7.82 7.22 0.0
Union Balanced Advantage Fund - Regular Plan - Growth Option 21-12-2017 10.17 5.95 0.0 0.0 0.0

FUND DETAIL INFORMATION

To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Basic Details
Fund House
Invesco Mutual Fund
Launch Date
Oct 04, 2007
Expense Ratio
2.16%
Fund Category Risk
MODERATELY HIGH
Asset Size
893.25 Cr
Investment Details
Status
Open Ended Schemes
Minimum Investment
1000.0
Minimum Topup
1000.0
Return since Launch
9.4%
Contact Details
Fund Manager(s)
Mr. Taher Badshah

PORTFOLIO ANALYSIS of Invesco India Dynamic Equity Fund - Growth

PERFORMANCE of Invesco India Dynamic Equity Fund - Growth

Scheme Performance (%)

Data as on - 23-01-2020

Yearly Performance (%)

RETURNS CALCULATOR for Invesco India Dynamic Equity Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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