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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) | ₹2268 Cr | ₹1045 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 | 1.74% | 1.43% |
| 6 Month | 8.46% | 8.94% |
| 1 Year | 3.36% | 2.4% |
| 3 Year | 10.78% | 13.24% |
| 5 Year | 10.56% | 13% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 2.31% | 2.79% |
| 1 Year | 7.76% | 7.46% |
| 3 Year | 10.64% | 12.15% |
| 5 Year | 9.76% | 11.75% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 8.84% | 11.13% |
| 3 Year | 8.65% | 10.96% |
| 5 Year | 9.15% | 11% |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 6.58% | 7.47% |
| Sharp | 0.45% | 0.84% |
| Beta | - | 0.08% |
| Alpha | - | 6.16% |
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 | 23.67 | 41.81 |
| Large Cap | 57.02 | 49.58 |
| Small Cap | 9.19 | 1.72 |
| Mid Cap | 10.12 | 6.88 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 17.86 | 36.71 |
| Communication Services | 5.88 | 2.61 |
| Energy | 3.24 | 4.39 |
| Technology | 12.59 | 9.12 |
| Financial Services | 23.85 | 13.83 |
| Basic Materials | 3.62 | 1.8 |
| Industrials | 6.15 | 7.75 |
| Consumer Defensive | 7.39 | 2.4 |
| Consumer Cyclical | 9.13 | 10.45 |
| Healthcare | 7.14 | 9 |
| Real Estate | 1.6 | 0.74 |
| Utilities | 1.54 | 1.21 |
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