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)	₹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	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	0.39%	0.44%
6 Month	7.54%	5.72%
1 Year	2.1%	2.63%
3 Year	13.64%	-
5 Year	12.62%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
6 Month	1.17%	1.37%
1 Year	6.82%	7.64%
3 Year	11.34%	-
5 Year	11.32%	-

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%	-

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%	-

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	41.81	60.45
Large Cap	49.58	22.58
Mid Cap	6.88	7.64
Small Cap	1.72	9.33

Scheme Name	Invesco India Dynamic Equity Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Others	36.71	56.97
Communication Services	2.61	2.84
Energy	4.39	2.18
Technology	9.12	4.94
Industrials	7.75	9.45
Healthcare	9	2.99
Utilities	1.21	-
Basic Materials	1.8	1.77
Financial Services	13.83	11.2
Consumer Cyclical	10.45	7.68
Consumer Defensive	2.4	-
Real Estate	0.74	-