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)	₹2193 Cr	₹935 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	1.36%	1.09%
6 Month	-0.46%	-2.35%
1 Year	6.38%	6.33%
3 Year	13.19%	15.61%
5 Year	12.2%	13.95%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
6 Month	4.35%	4.11%
1 Year	6.11%	4.51%
3 Year	11.3%	13.03%
5 Year	10.19%	12.22%

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	7.606%	7.47%
Sharp	0.199%	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	16.93	31.98
Large Cap	63.97	57.4
Small Cap	11.1	1.75
Mid Cap	8	8.87

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
Others	16.17	31.98
Communication Services	4.98	-
Energy	3.15	-
Technology	12.95	-
Financial Services	25.51	-
Basic Materials	6.1	-
Industrials	4.74	-
Consumer Cyclical	9.51	-
Consumer Defensive	6.86	-
Healthcare	7.43	-
Utilities	1.15	-
Real Estate	1.46	-
Telecom - Services	-	2.76
Petroleum Products	-	4.92
IT - Software	-	8.8
Construction	-	5.98
Healthcare Services	-	2.31
Other Utilities	-	0.1
Non - Ferrous Metals	-	0.79
Banks	-	12.12
Pharmaceuticals & Biotechnology	-	7.23
Cement & Cement Products	-	1.04
Power	-	1.18
Automobiles	-	4.01
Commercial Services & Supplies	-	0.71
Finance	-	1.96
Insurance	-	2.01
Beverages	-	1.33
Food Products	-	1.27
Aerospace & Defense	-	1.21
Consumer Durables	-	2.66
Retailing	-	3.86
Realty	-	0.89
Transport Services	-	0.88