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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) | ₹2320 Cr | ₹1091 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 | 0.48% | 0.53% |
| 6 Month | 4.12% | 3.87% |
| 1 Year | 7.12% | 5.67% |
| 3 Year | 11.18% | 12.89% |
| 5 Year | 10.16% | 11.71% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 2.38% | 1.82% |
| 1 Year | 10.19% | 8.63% |
| 3 Year | 10.72% | 11.43% |
| 5 Year | 9.87% | 11.42% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 8.64% | 10.8% |
| 3 Year | 8.75% | 11.08% |
| 5 Year | 9.22% | 11.1% |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 6.54% | 7.47% |
| Sharp | 0.59% | 0.87% |
| Beta | 0.88% | 1.08% |
| Alpha | -0.60% | 0.89% |
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 | 27.28 | 39.91 |
| Large Cap | 52.63 | 51.56 |
| Small Cap | 8.46 | 1.62 |
| Mid Cap | 11.63 | 6.91 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 20.43 | 34.6 |
| Communication Services | 6.58 | 2.71 |
| Energy | 3.56 | 4.6 |
| Technology | 8.77 | 8.81 |
| Financial Services | 25.8 | 15.9 |
| Basic Materials | 4.22 | 1.92 |
| Consumer Defensive | 5.97 | 2.26 |
| Industrials | 6.17 | 8.21 |
| Consumer Cyclical | 8.42 | 10.16 |
| Healthcare | 6.41 | 8.83 |
| Utilities | 1.66 | 1.15 |
| Real Estate | 2.01 | 0.84 |
Top Comparisons
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3Y Returns18.24%
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