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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) | ₹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 | 0.74% | -0.29% |
| 6 Month | 3.15% | 1.29% |
| 1 Year | 5.46% | 3% |
| 3 Year | 12.01% | 13.04% |
| 5 Year | 9.38% | 10.61% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 2.74% | 1.49% |
| 1 Year | 10.89% | 8.1% |
| 3 Year | 10.31% | 10.34% |
| 5 Year | 9.72% | 10.87% |
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 | 0.75% | 0.82% |
| Beta | 0.88% | 1.09% |
| Alpha | 0.54% | 1.02% |
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 |
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