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)	₹978 Cr	₹860 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	2.89%	1.39%
6 Month	2.08%	3.47%
1 Year	7.47%	5.72%
3 Year	16.46%	-
5 Year	14.12%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
6 Month	6.45%	5.31%
1 Year	9.19%	8.39%
3 Year	14.58%	-
5 Year	13.14%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
1 Year	11.29%	12.57%
3 Year	10.91%	-
5 Year	10.92%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation	7.47%	-
Sharp	0.94%	-
Beta	1.05%	-
Alpha	1.14%	-

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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	31.98	60.32
Large Cap	57.4	19.84
Mid Cap	8.87	9.67
Small Cap	1.75	10.17

Scheme Name	Invesco India Dynamic Equity Fund - Growth	360 ONE Balanced Hybrid Fund Regular - Growth
Others	31.98	60.32
Telecom - Services	2.76	-
Petroleum Products	4.92	-
IT - Software	8.8	-
Construction	5.98	-
Healthcare Services	2.31	-
Other Utilities	0.1	-
Non - Ferrous Metals	0.79	-
Banks	12.12	-
Pharmaceuticals & Biotechnology	7.23	-
Cement & Cement Products	1.04	-
Power	1.18	-
Automobiles	4.01	-
Commercial Services & Supplies	0.71	-
Finance	1.96	-
Insurance	2.01	-
Beverages	1.33	-
Food Products	1.27	-
Aerospace & Defense	1.21	-
Consumer Durables	2.66	-
Retailing	3.86	-
Realty	0.89	-
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