360 ONE Balanced Hybrid Fund Regular vs Invesco India Dynamic Equity Fund compare
Invesco India Dynamic Equity Fund - Growth
360 ONE Balanced Hybrid Fund Regular - Growth
Chart Comparison
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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