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

Link copied to clipboard!

Invesco India Dynamic Equity Fund - Growth

Invest Now

360 ONE Balanced Hybrid 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	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)	₹935 Cr	₹840 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	Balanced Hybrid
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

Scheme Name	Invesco India Dynamic Equity Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
1 Month	4.82%	3.5%
6 Month	2.39%	3.56%
1 Year	8.65%	10.27%
3 Year	15.54%	-
5 Year	15.05%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
6 Month	3.4%	4.01%
1 Year	5.27%	6.68%
3 Year	13.95%	-
5 Year	12.66%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
1 Year	11.45%	19.96%
3 Year	10.8%	-
5 Year	10.87%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation	7.47%	-
Sharp	0.78%	-
Beta	1.04%	-
Alpha	1.33%	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	Invesco India Dynamic Equity Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Others	32.96	60.32
Large Cap	56.2	19.84
Mid Cap	8.79	9.67
Small Cap	2.05	10.17

Scheme Name	Invesco India Dynamic Equity Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Others	32.96	60.32
Telecom - Services	2.59	-
Petroleum Products	4.57	-
IT - Software	9.2	-
Construction	6.4	-
Healthcare Services	2.27	-
Other Utilities	0.26	-
Non - Ferrous Metals	0.88	-
Banks	11.51	-
Pharmaceuticals & Biotechnology	7.09	-
Cement & Cement Products	1.02	-
Power	1.21	-
Automobiles	3.89	-
Commercial Services & Supplies	0.75	-
Finance	2.03	-
Insurance	1.89	-
Beverages	1.41	-
Food Products	1.06	-
Aerospace & Defense	1.19	-
Consumer Durables	2.35	-
Industrial Products	0.17	-
Retailing	3.52	-
Realty	0.9	-
Transport Services	0.88	-
Technology	-	6.34
Industrials	-	5.26
Financial Services	-	11.74
Consumer Cyclical	-	7.1
Healthcare	-	3.55
Communication Services	-	2.94
Basic Materials	-	1.67
Consumer Defensive	-	0.64
Utilities	-	0.44