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) | ₹8034 Cr | ₹1024 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 | 0.23% | 0.21% |
6 Month | 7.37% | 2.54% |
1 Year | 7.8% | 4.15% |
3 Year | 14.77% | 15.38% |
5 Year | 14.64% | 13.25% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
6 Month | 6.1% | 4.52% |
1 Year | 12.21% | 6.21% |
3 Year | 14.19% | 13.04% |
5 Year | 12.93% | 12.29% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
1 Year | 11.28% | 11.29% |
3 Year | 11.48% | 10.91% |
5 Year | 11.23% | 10.92% |
Risk Management
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Standard Deviation | 7.53% | 8.11% |
Sharp | 1.11% | 1.12% |
Beta | 1% | 1.04% |
Alpha | 1.37% | 1.79% |
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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 | 33.2 | 36.47 |
Large Cap | 45.71 | 54.46 |
Mid Cap | 16.11 | 7.31 |
Small Cap | 4.97 | 1.76 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Others | 26.4 | 32.13 |
Communication Services | 1.41 | 2.7 |
Energy | 4.81 | 4.9 |
Industrials | 8.63 | 9.54 |
Technology | 6.81 | 10.14 |
Basic Materials | 8.09 | 1.74 |
Consumer Defensive | 6.24 | 2.46 |
Financial Services | 20.45 | 15.15 |
Consumer Cyclical | 7.77 | 9.77 |
Healthcare | 4.53 | 9.14 |
Real Estate | 2.6 | 0.91 |
Utilities | 2.26 | 1.4 |
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