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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) | ₹1278 Cr | ₹1045 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 | 2.5% | 1.48% |
| 6 Month | 10.34% | 9.95% |
| 1 Year | -0.99% | 1.84% |
| 3 Year | - | 13.06% |
| 5 Year | - | 12.94% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 2.07% | 2.79% |
| 1 Year | 7.19% | 7.46% |
| 3 Year | - | 12.15% |
| 5 Year | - | 11.75% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 3.68% | 11.13% |
| 3 Year | - | 10.96% |
| 5 Year | - | 11% |
Risk Management
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | - | 7.47% |
| Sharp | - | 0.84% |
| Beta | - | 0.08% |
| Alpha | - | 6.16% |
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 | 19 | 43.89 |
| Large Cap | 70.14 | 47.28 |
| Small Cap | 3.49 | 1.74 |
| Mid Cap | 7.37 | 7.09 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 15.25 | 38.72 |
| Energy | 4.07 | 4.54 |
| Technology | 7.95 | 9.3 |
| Industrials | 7.22 | 4.69 |
| Basic Materials | 5.94 | 1.78 |
| Consumer Defensive | 7.57 | 2.5 |
| Financial Services | 30.48 | 14.7 |
| Healthcare | 7.39 | 9.27 |
| Consumer Cyclical | 8.46 | 9.81 |
| Communication Services | 2.29 | 2.63 |
| Utilities | 1.1 | 1.26 |
| Real Estate | 2.28 | 0.81 |
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