BANDHAN Balanced Advantage Fund Regular Plan Growth vs Invesco India Dynamic Equity Fund compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
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) | ₹2302 Cr | ₹1024 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 |
Trailing Lumpsum Returns
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
1 Month | 1.16% | 1.24% |
6 Month | 4.98% | 3.91% |
1 Year | 4.83% | 3.95% |
3 Year | 12.71% | 15.83% |
5 Year | 11.45% | 13.42% |
SIP Return Analysis
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
6 Month | 4.5% | 4.52% |
1 Year | 7.54% | 6.21% |
3 Year | 11.42% | 13.04% |
5 Year | 10.28% | 12.29% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Standard Deviation | 7.19% | 7.47% |
Sharp | 0.89% | 1.24% |
Beta | - | 1.04% |
Alpha | - | 1.79% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
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 |
Market Cap
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Others | 19.33 | 36.47 |
Large Cap | 60.6 | 54.46 |
Small Cap | 10.31 | 1.76 |
Mid Cap | 9.75 | 7.31 |
Sector Allocation
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Others | 18.49 | 32.13 |
Communication Services | 5.1 | 2.7 |
Energy | 3.41 | 4.9 |
Technology | 13.14 | 10.14 |
Financial Services | 23.59 | 15.15 |
Basic Materials | 4.64 | 1.74 |
Industrials | 6.87 | 9.54 |
Consumer Cyclical | 7.49 | 9.77 |
Consumer Defensive | 6.59 | 2.46 |
Healthcare | 7.34 | 9.14 |
Utilities | 1.91 | 1.4 |
Real Estate | 1.43 | 0.91 |
Top Comparisons
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
3Y Returns7.08%
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns6.93%
360 ONE Focused Fund Regular-Growth
3Y Returns20.77%
DSP Focused Fund - Regular Plan - Growth
3Y Returns21.78%
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
3Y Returns31.76%
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
3Y Returns27.04%
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH
3Y Returns0%
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns7.52%