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)	₹2302 Cr	₹1024 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	1.16%	1.24%
6 Month	4.98%	3.91%
1 Year	4.83%	3.95%
3 Year	12.71%	15.83%
5 Year	11.45%	13.42%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
6 Month	4.5%	4.52%
1 Year	7.54%	6.21%
3 Year	11.42%	13.04%
5 Year	10.28%	12.29%

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	7.19%	7.47%
Sharp	0.89%	1.24%
Beta	-	1.04%
Alpha	-	1.79%

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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	19.33	36.47
Large Cap	60.6	54.46
Small Cap	10.31	1.76
Mid Cap	9.75	7.31

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
Others	18.49	32.13
Communication Services	5.1	2.7
Energy	3.41	4.9
Technology	13.14	10.14
Financial Services	23.59	15.15
Basic Materials	4.64	1.74
Industrials	6.87	9.54
Consumer Cyclical	7.49	9.77
Consumer Defensive	6.59	2.46
Healthcare	7.34	9.14
Utilities	1.91	1.4
Real Estate	1.43	0.91