BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Invesco India Dynamic Equity Fund compare
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Invest NowInvesco India Dynamic Equity Fund - Growth
Invest NowChart Comparison
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) | ₹1115 Cr | ₹770 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 07 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 | 2.13 | 2.2 |
Manager | Siddharth Chaudhary | Amit Ganatra |
ISIN Code | INF0QA701680 | INF205K01213 |
Exits Load | Exit Load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months./365 | Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months./365 |
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
1 Month | 1.08% | -2.46% |
6 Month | 10.46% | 7.79% |
1 Year | - | 26.16% |
3 Year | - | 12.27% |
5 Year | - | 11.71% |
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
6 Month | - | - |
1 Year | 4.96% | 10.82% |
3 Year | 4.96% | 25.99% |
5 Year | 4.96% | 41.3% |
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
1 Year | 5.9% | 12.53% |
3 Year | 5.9% | 31.95% |
5 Year | 5.9% | 44.68% |
Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Standard Deviation | - | 7.47% |
Sharp | - | 0.77% |
Beta | - | 0.31% |
Alpha | - | 3.3% |
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Get Free Experts GuidanceScheme 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 |
Fund Manage | 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 | 22.5 | 37.61 |
Large Cap | 74.19 | 52.05 |
Small Cap | 1.19 | 4.52 |
Mid Cap | 2.1 | 5.82 |
Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Others | 12.74 | 19.86 |
Technology | 2.51 | 4.63 |
Sovereign | 7.24 | 6.8 |
Financial | 20.95 | 15.61 |
Energy | 7.94 | 3.18 |
Construction | 3.83 | 1.02 |
Metals & Mining | 4.85 | 1.63 |
Materials | 3.27 | 1.87 |
Consumer Staples | 12.45 | 1.27 |
Healthcare | 6.93 | 7.72 |
Automobile | 5.97 | 3.24 |
Capital Goods | 3.49 | 7.14 |
Insurance | 0.23 | 0.95 |
Consumer Discretionary | 0.97 | 2.14 |
Communication | 4.03 | 1.74 |
Diversified | 1.93 | - |
Services | 0.65 | 5.46 |
Unclassified | - | 15.74 |
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