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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.18% | 2.39% |
| 6 Month | -1.12% | 1.58% |
| 1 Year | 7.36% | 13.12% |
| 3 Year | 13.02% | 14.19% |
| 5 Year | 14.22% | 14.2% |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.31% | 2.28% |
| 1 Year | -0.05% | 4.99% |
| 3 Year | 12.71% | 15.41% |
| 5 Year | 12.04% | 13.48% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.45% | 8.22% |
| 3 Year | 10.8% | 9.95% |
| 5 Year | 10.87% | 8.8% |
Risk Management
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.47% | 8.096% |
| Sharp | 0.5% | 0.607% |
| Beta | 1.04% | - |
| Alpha | 1.87% | - |
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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 |
| 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 | 38.08 | 34.05 |
| Large Cap | 51.65 | 56.4 |
| Mid Cap | 8.26 | 5.5 |
| Small Cap | 2.02 | 4.04 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 35.78 | 32.81 |
| Communication Services | 2.29 | 3.08 |
| Energy | 4.41 | 7.7 |
| Technology | 10.19 | 6.58 |
| Industrials | 8.83 | 5.28 |
| Financial Services | 15.2 | 21.88 |
| Healthcare | 8.82 | 5.99 |
| Consumer Cyclical | 8.67 | 7.77 |
| Utilities | 1.31 | 1.99 |
| Basic Materials | 1.67 | 3.97 |
| Consumer Defensive | 1.99 | 2.51 |
| Real Estate | 0.84 | 0.43 |
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