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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) | ₹1045 Cr | ₹3489 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 | 1.03% | 1.16% |
| 6 Month | 9.46% | 7.52% |
| 1 Year | 1.52% | 1.84% |
| 3 Year | 12.45% | 13.2% |
| 5 Year | 12.87% | 13.16% |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.79% | 1.77% |
| 1 Year | 7.46% | 6.76% |
| 3 Year | 12.15% | 13.5% |
| 5 Year | 11.75% | 12.39% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.13% | 8.63% |
| 3 Year | 10.96% | 10.55% |
| 5 Year | 11% | 10.25% |
Risk Management
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.47% | 7.64% |
| Sharp | 0.84% | 0.76% |
| Beta | 0.08% | - |
| Alpha | 6.16% | - |
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 | 43.89 | 36.86 |
| Large Cap | 47.28 | 54.94 |
| Mid Cap | 7.09 | 5.37 |
| Small Cap | 1.74 | 2.84 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 38.72 | 32.11 |
| Communication Services | 2.63 | 2.4 |
| Energy | 4.54 | 7.26 |
| Technology | 9.3 | 7.07 |
| Industrials | 4.69 | 7.13 |
| Healthcare | 9.27 | 5.67 |
| Utilities | 1.26 | 2.56 |
| Basic Materials | 1.78 | 3.57 |
| Financial Services | 14.7 | 22.96 |
| Consumer Cyclical | 9.81 | 5.44 |
| Consumer Defensive | 2.5 | 3.25 |
| Real Estate | 0.81 | 0.57 |
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