360 ONE Balanced Hybrid Fund Regular vs Invesco India Dynamic Equity Fund compare

360 ONE Balanced Hybrid Fund Regular vs Invesco India Dynamic Equity Fund compare

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Invesco India Dynamic Equity Fund - Growth

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360 ONE Balanced Hybrid Fund Regular - 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	360 ONE Balanced Hybrid Fund Regular - Growth
Fund	Invesco India Dynamic Equity Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	High
Asset Size (Cr)	₹1050 Cr	₹871 Cr
Min Investment	₹1000	₹1000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	04 Oct 2007	25 Sep 2023
Category	Dynamic Asset Allocation	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	173%	%
Expense Ratio	2.15	1.94
Manager	Amit Ganatra	Milan Mody
ISIN Code	INF205K01213	INF579M01AV5
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	360 ONE Balanced Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Invesco India Dynamic Equity Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
1 Month	0.93%	0.33%
6 Month	3.92%	3.89%
1 Year	3.33%	3.63%
3 Year	12.33%	-
5 Year	11.99%	-

SIP Return Analysis

Scheme Name	Invesco India Dynamic Equity Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
6 Month	1.27%	0.87%
1 Year	7.05%	6.89%
3 Year	10.91%	-
5 Year	11.08%	-

Rolling Lumpsum Returns

Scheme Name	Invesco India Dynamic Equity Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
1 Year	10.96%	9.79%
3 Year	11.02%	-
5 Year	11.04%	-

Risk Management

Scheme Name	Invesco India Dynamic Equity Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation	7.47%	-
Sharp	0.85%	-
Beta	0.11%	-
Alpha	6.08%	-

Fund Managers

Scheme Name	Invesco India Dynamic Equity Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Name	Amit Ganatra	Milan Mody
Total AUM	₹23585 Cr	₹1997 Cr
Funds Managed	5	3
	Invesco India Dynamic Equity Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth

Market Cap

Scheme Name	Invesco India Dynamic Equity Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Others	40.13	62.19
Large Cap	51.47	22.85
Mid Cap	6.75	7.25
Small Cap	1.65	7.72

Sector Allocation

Scheme Name	Invesco India Dynamic Equity Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Others	35.11	58.16
Communication Services	2.53	2.34
Energy	4.39	2.31
Technology	8.67	4.85
Industrials	7.91	8.88
Healthcare	8.81	2.54
Utilities	1.14	0.33
Basic Materials	1.85	1.8
Financial Services	16.07	12.59
Consumer Cyclical	10.46	6.21
Consumer Defensive	2.32	-
Real Estate	0.75	-

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