BANDHAN Balanced Advantage Fund Regular Plan Growth vs Invesco India Dynamic Equity Fund compare

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BANDHAN 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	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
Fund	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2263 Cr	₹978 Cr
Min Investment	₹1000	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	10 Oct 2014	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	24%	173%
Expense Ratio	2.04	2.15
Manager	Ritika Behera	Amit Ganatra
ISIN Code	INF194KA1UE8	INF205K01213
Exits Load	Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
1 Month	1.81%	2.67%
6 Month	1.68%	0.99%
1 Year	5.99%	5.73%
3 Year	13.23%	16.36%
5 Year	11.7%	13.64%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
6 Month	5.38%	6.45%
1 Year	8.18%	9.19%
3 Year	12.05%	14.58%
5 Year	10.62%	13.14%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
1 Year	8.94%	11.29%
3 Year	8.56%	10.91%
5 Year	9.08%	10.92%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
Standard Deviation	7.50%	7.47%
Sharp	0.66%	0.94%
Beta	-	1.05%
Alpha	-	1.14%

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Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
Name	Ritika Behera	Amit Ganatra
Total AUM	₹43013 Cr	₹23585 Cr
Funds Managed	19	5
	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
Others	19.33	31.22
Large Cap	60.6	58.08
Small Cap	10.31	1.76
Mid Cap	9.75	8.94

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
Others	18.49	31.22
Communication Services	5.1	-
Energy	3.41	-
Technology	13.14	-
Financial Services	23.59	-
Basic Materials	4.64	-
Industrials	6.87	-
Consumer Cyclical	7.49	-
Consumer Defensive	6.59	-
Healthcare	7.34	-
Utilities	1.91	-
Real Estate	1.43	-
Telecom - Services	-	2.7
Petroleum Products	-	4.9
IT - Software	-	9.16
Construction	-	6.49
Healthcare Services	-	2.33
Other Utilities	-	0.12
Non - Ferrous Metals	-	0.79
Banks	-	12.09
Pharmaceuticals & Biotechnology	-	6.81
Cement & Cement Products	-	0.95
Power	-	1.28
Automobiles	-	4.12
Commercial Services & Supplies	-	0.7
Finance	-	1.99
Insurance	-	2.01
Beverages	-	1.2
Food Products	-	1.26
Aerospace & Defense	-	1.47
Consumer Durables	-	2.59
Retailing	-	4.03
Realty	-	0.91
Transport Services	-	0.88