Axis Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

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Invesco India Dynamic Equity Fund - Growth

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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)	₹935 Cr	₹2652 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

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	1.09%	0.29%
6 Month	-2.35%	0.24%
1 Year	6.33%	8.58%
3 Year	15.61%	15.87%
5 Year	13.95%	14.2%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	4.11%	3.69%
1 Year	4.51%	6.17%
3 Year	13.03%	14.89%
5 Year	12.22%	13.17%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	11.29%	8.75%
3 Year	10.91%	10.38%
5 Year	10.92%	9.89%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	7.47%	8.096%
Sharp	0.94%	0.607%
Beta	1.05%	-
Alpha	1.14%	-

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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

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	31.98	34.05
Large Cap	57.4	56.4
Mid Cap	8.87	5.5
Small Cap	1.75	4.04

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	31.98	32.81
Telecom - Services	2.76	-
Petroleum Products	4.92	-
IT - Software	8.8	-
Construction	5.98	-
Healthcare Services	2.31	-
Other Utilities	0.1	-
Non - Ferrous Metals	0.79	-
Banks	12.12	-
Pharmaceuticals & Biotechnology	7.23	-
Cement & Cement Products	1.04	-
Power	1.18	-
Automobiles	4.01	-
Commercial Services & Supplies	0.71	-
Finance	1.96	-
Insurance	2.01	-
Beverages	1.33	-
Food Products	1.27	-
Aerospace & Defense	1.21	-
Consumer Durables	2.66	-
Retailing	3.86	-
Realty	0.89	-
Transport Services	0.88	-
Energy	-	7.7
Industrials	-	5.28
Technology	-	6.58
Basic Materials	-	3.97
Consumer Defensive	-	2.51
Financial Services	-	21.88
Healthcare	-	5.99
Consumer Cyclical	-	7.77
Communication Services	-	3.08
Utilities	-	1.99
Real Estate	-	0.43