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

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

Link copied to clipboard!

BANDHAN Balanced Advantage Fund Regular Plan Growth

Invest Now

Invesco India Dynamic Equity Fund - Growth

Invest Now

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)	₹2324 Cr	₹1121 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	-0.17%	-1.26%
6 Month	2.24%	0.6%
1 Year	7.34%	4.52%
3 Year	11.4%	12.33%
5 Year	9%	9.87%

SIP Return Analysis

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
6 Month	1.51%	0.4%
1 Year	7.96%	5.5%
3 Year	9.32%	9.34%
5 Year	9.16%	10.31%

Rolling Lumpsum Returns

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
1 Year	8.52%	10.69%
3 Year	8.8%	11.12%
5 Year	9.29%	11.12%

Risk Management

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
Standard Deviation	6.89%	7.47%
Sharp	0.84%	0.85%
Beta	0.87%	1.1%
Alpha	0.83%	0.83%

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	27.02	32.93
Large Cap	52.55	59
Small Cap	8.75	1.48
Mid Cap	11.68	6.59

Sector Allocation

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
Others	19.64	27.06
Communication Services	6.61	3.99
Energy	3.7	4.72
Technology	10.22	9.31
Financial Services	26.52	18.64
Basic Materials	4.93	1.78
Consumer Defensive	4.86	2.93
Industrials	5.96	8.39
Consumer Cyclical	8.83	12.44
Healthcare	5.67	8.68
Utilities	1.04	1.32
Real Estate	2.02	0.75

Top Comparisons

ICICI Prudential Savings Fund - Growth

3Y Returns7.68%

VS

SBI Low Duration Fund - Regular Plan - Growth

3Y Returns6.95%

Compare Now

HDFC Gilt Fund - Growth Plan

3Y Returns6.66%

VS

Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns5.91%

Compare Now

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

3Y Returns24.07%

VS

PGIM India Midcap Fund - Regular Plan - Growth Option

3Y Returns12.88%

Compare Now

HDFC Arbitrage Fund - Wholesale Growth Option

3Y Returns7.07%

VS

Invesco India Arbitrage Fund - Growth Option

3Y Returns7.14%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully