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BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Invesco India Dynamic Equity Fund compare
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
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) | ₹1325 Cr | ₹1091 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 |
Trailing Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | -0.03% | -0.22% |
| 6 Month | 3.78% | 2.84% |
| 1 Year | 5.53% | 0.96% |
| 3 Year | - | 12.25% |
| 5 Year | - | 11.26% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 4.2% | 2.25% |
| 1 Year | 15.17% | 9.67% |
| 3 Year | - | 11.25% |
| 5 Year | - | 11.35% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 2.84% | 10.75% |
| 3 Year | - | 11.1% |
| 5 Year | - | 11.12% |
Risk Management
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | - | 7.47% |
| Sharp | - | 0.82% |
| Beta | - | 1.09% |
| Alpha | - | 1.02% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 22.47 | 39.91 |
| Large Cap | 66.11 | 51.56 |
| Mid Cap | 9.27 | 6.91 |
| Small Cap | 2.15 | 1.62 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 18.62 | 34.6 |
| Energy | 5.45 | 4.6 |
| Technology | 7.6 | 8.81 |
| Consumer Cyclical | 6.01 | 10.16 |
| Industrials | 7.84 | 8.21 |
| Basic Materials | 5.54 | 1.92 |
| Consumer Defensive | 6.42 | 2.26 |
| Financial Services | 22.6 | 15.9 |
| Healthcare | 14.19 | 8.83 |
| Real Estate | 2.7 | 0.84 |
| Communication Services | 3.01 | 2.71 |
| Utilities | - | 1.15 |
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