Axis Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

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tortoise-icon Invesco India Dynamic Equity Fund - Growth

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tortoise-icon Axis Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

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

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) ₹688 Cr ₹1979 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 04 Oct 2007 07 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 2.3 2.09
Manager Amit Ganatra Hardik Shah
ISIN Code INF205K01213 INF846K01A52
Exits Load For units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months./365 For units in excess of 10% of the investment,1% will be charged for redemption within 12 months/365

Trailing Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month 2.43% 2.76%
6 Month 11.94% 14.1%
1 Year 25.21% 25.81%
3 Year 12.91% 13.45%
5 Year 12.15% 12.57%

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month - -
1 Year 10.82% 12.57%
3 Year 25.99% 26.75%
5 Year 41.3% 41.86%

Rolling Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year 12.53% 12.56%
3 Year 31.95% 32.12%
5 Year 44.68% 45.81%

Risk Management

Scheme Name Invesco India Dynamic Equity Fund - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation 7.47% 7.39%
Sharp 0.76% 0.84%
Beta 0.95% 0.95%
Alpha 2.67% 3.27%

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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
Fund Manage 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 37.61 35.88
Large Cap 52.05 51.36
Mid Cap 5.82 7.43
Small Cap 4.52 5.34

Sector Allocation

Scheme Name

Invesco India Dynamic Equity Fund - Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 19.86 9.94
Unclassified 15.74 -
Financial 15.61 28.95
Technology 4.63 4.95
Energy 3.18 7.6
Sovereign 6.8 11.61
Capital Goods 7.14 4.12
Healthcare 7.72 5.51
Services 5.46 1.28
Construction 1.02 3.68
Communication 1.74 4.05
Automobile 3.24 6.85
Consumer Discretionary 2.14 -
Materials 1.87 1.96
Metals & Mining 1.63 1.01
Insurance 0.95 2.43
Consumer Staples 1.27 3.53
Chemicals - 2.54

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