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Aditya Birla Sun Life Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | 1.33% | 1.44% |
| 6 Month | 4.03% | 3.84% |
| 1 Year | 8.77% | 5.01% |
| 3 Year | 12.64% | 12.62% |
| 5 Year | 12.69% | 11.9% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 1.47% | 1.27% |
| 1 Year | 10.76% | 7.05% |
| 3 Year | 11.97% | 10.91% |
| 5 Year | 11.49% | 11.08% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 11.51% | 10.8% |
| 3 Year | 11.72% | 11.08% |
| 5 Year | 11.66% | 11.1% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 6.2% | 7.47% |
| Sharp | 0.92% | 0.87% |
| Beta | 1.07% | 1.08% |
| Alpha | 0.95% | 0.89% |
Fund Managers
| 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 |
Market Cap
| 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 |
Sector Allocation
| 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 |
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