BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Invesco India Dynamic Equity Fund compare

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BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

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Invesco India Dynamic Equity Fund - Growth

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Chart Comparison

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

Overview

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Invesco India Dynamic Equity Fund - Growth
Fund	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Invesco India Dynamic Equity Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹1278 Cr	₹935 Cr
Min Investment	₹500	₹1000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹100	₹1000
Launch Date	08 Dec 2023	04 Oct 2007
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%
Expense Ratio	2.09	2.15
Manager	Siddharth Chaudhary	Amit Ganatra
ISIN Code	INF0QA701680	INF205K01213
Exits Load	Bajaj Finserv Balanced Advantage - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365	Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Invesco India Dynamic Equity Fund - Growth
1 Month	1.53%	1.09%
6 Month	0.68%	-2.35%
1 Year	2.84%	6.33%
3 Year	-	15.61%
5 Year	-	13.95%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Invesco India Dynamic Equity Fund - Growth
6 Month	5.41%	4.11%
1 Year	5.4%	4.51%
3 Year	-	13.03%
5 Year	-	12.22%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Invesco India Dynamic Equity Fund - Growth
1 Year	3.96%	11.29%
3 Year	-	10.91%
5 Year	-	10.92%

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Invesco India Dynamic Equity Fund - Growth
Standard Deviation	-	7.47%
Sharp	-	0.94%
Beta	-	1.05%
Alpha	-	1.14%

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Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Invesco India Dynamic Equity Fund - Growth
Name	Siddharth Chaudhary	Amit Ganatra
Total AUM	₹7136 Cr	₹23585 Cr
Funds Managed	8	5
	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Invesco India Dynamic Equity Fund - Growth

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Invesco India Dynamic Equity Fund - Growth
Others	15.51	31.98
Large Cap	81.32	57.4
Small Cap	2.14	1.75
Mid Cap	1.02	8.87

Scheme Name	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	Invesco India Dynamic Equity Fund - Growth
Others	15	31.98
Energy	7.2	-
Technology	12.57	-
Consumer Defensive	10.31	-
Industrials	5.44	-
Basic Materials	6.39	-
Financial Services	21.41	-
Healthcare	10.13	-
Consumer Cyclical	6.55	-
Communication Services	3.46	-
Utilities	1.53	-
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