Aditya Birla Sun Life Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

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Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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Invesco India Dynamic Equity Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
Fund	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹8371 Cr	₹1050 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹1000	₹500
Min Addl Investment	₹100	₹1000
Launch Date	23 May 2000	04 Oct 2007
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate TRI	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	240%	173%
Expense Ratio	1.8	2.15
Manager	Lovelish Solanki	Amit Ganatra
ISIN Code	INF084M01AB8	INF205K01213
Exits Load	Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365	Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
1 Month	2.26%	2.4%
6 Month	5.19%	4.99%
1 Year	7.9%	4.51%
3 Year	12.92%	12.88%
5 Year	14.02%	12.62%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
6 Month	0.21%	-0.24%
1 Year	7.45%	3.37%
3 Year	11.03%	9.92%
5 Year	10.97%	10.52%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
1 Year	11.08%	10.96%
3 Year	11.55%	11.02%
5 Year	11.4%	11.04%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
Standard Deviation	7.35%	7.83%
Sharp	0.81%	0.76%
Beta	1.05%	1.08%
Alpha	0.62%	0.47%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
Name	Lovelish Solanki	Amit Ganatra
Total AUM	₹14756 Cr	₹23585 Cr
Funds Managed	2	5
	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
Others	37.79	40.13
Large Cap	41.39	51.47
Mid Cap	12.96	6.75
Small Cap	7.85	1.65

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
Others	28.44	35.11
Communication Services	1.19	2.53
Energy	3.24	4.39
Technology	8.75	8.67
Industrials	7.3	7.91
Financial Services	22.13	16.07
Healthcare	4.21	8.81
Basic Materials	7.15	1.85
Real Estate	3.2	0.75
Consumer Cyclical	6.55	10.46
Consumer Defensive	5.63	2.32
Utilities	2.21	1.14