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Axis Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare
Invesco India Dynamic Equity Fund - Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1050 Cr | ₹3591 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 04 Oct 2007 | 01 Aug 2017 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| 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% | 24% |
| Expense Ratio | 2.15 | 2 |
| Manager | Amit Ganatra | Hardik Shah |
| ISIN Code | INF205K01213 | INF846K01A52 |
| 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 | Axis Balanced Advantage Fund - 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 | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.49% | 2.67% |
| 6 Month | 5.18% | 4.42% |
| 1 Year | 4.72% | 6.23% |
| 3 Year | 12.83% | 14.1% |
| 5 Year | 12.41% | 13.03% |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.34% | 3% |
| 1 Year | 8.44% | 10.04% |
| 3 Year | 11.62% | 13.61% |
| 5 Year | 11.52% | 12.57% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.96% | 8.43% |
| 3 Year | 11.02% | 10.68% |
| 5 Year | 11.04% | 10.45% |
Risk Management
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.47% | 7.49% |
| Sharp | 0.85% | 0.93% |
| Beta | 0.11% | 1.06% |
| Alpha | 6.08% | 1.60% |
Fund Managers
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Amit Ganatra | Hardik Shah |
| Total AUM | ₹23585 Cr | ₹0 Cr |
| Funds Managed | 5 | 12 |
| Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 40.13 | 35.01 |
| Large Cap | 51.47 | 56.65 |
| Mid Cap | 6.75 | 5.84 |
| Small Cap | 1.65 | 2.51 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 35.11 | 29.95 |
| Communication Services | 2.53 | 2.02 |
| Energy | 4.39 | 6.86 |
| Technology | 8.67 | 8.14 |
| Industrials | 7.91 | 7.02 |
| Healthcare | 8.81 | 5.28 |
| Utilities | 1.14 | 2.34 |
| Basic Materials | 1.85 | 3.67 |
| Financial Services | 16.07 | 22.29 |
| Consumer Cyclical | 10.46 | 6.85 |
| Consumer Defensive | 2.32 | 4.2 |
| Real Estate | 0.75 | 1.37 |
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