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

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tortoise-icon Invesco India Dynamic Equity Fund - Growth

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tortoise-icon 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) ₹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

Trailing Lumpsum Returns

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% -

SIP Return Analysis

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% -

Rolling Lumpsum Returns

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% -

Risk Management

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% -

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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 32.96 60.32
Large Cap 56.2 19.84
Mid Cap 8.79 9.67
Small Cap 2.05 10.17

Sector Allocation

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

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