- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹2309 Cr | ₹1126 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 | -1.92% | -2.12% |
| 6 Month | 1.33% | -0.24% |
| 1 Year | 7.93% | 5.44% |
| 3 Year | 11.38% | 12.44% |
| 5 Year | 9.05% | 10.13% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | -1.21% | -2.04% |
| 1 Year | 2.29% | 0.53% |
| 3 Year | 7.76% | 7.94% |
| 5 Year | 8.38% | 9.66% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 8.52% | 10.64% |
| 3 Year | 8.81% | 11.13% |
| 5 Year | 9.28% | 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 | 26.72 | 32.06 |
| Large Cap | 53.36 | 63.06 |
| Small Cap | 8.87 | 1.41 |
| Mid Cap | 11.06 | 3.47 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 19.38 | 29.16 |
| Communication Services | 6.66 | 1.31 |
| Energy | 3.75 | 4.71 |
| Technology | 9.61 | 9.15 |
| Financial Services | 26.33 | 21.33 |
| Basic Materials | 5.22 | 2.02 |
| Industrials | 6.62 | 6.83 |
| Consumer Defensive | 4.94 | 7.06 |
| Consumer Cyclical | 8.82 | 9.34 |
| Healthcare | 5.84 | 7.37 |
| Utilities | 1.03 | 1.2 |
| Real Estate | 1.79 | 0.53 |
Top Comparisons
ICICI Prudential Large Cap Fund - Growth
3Y Returns17.84%
SBI Large Cap Fund-Regular Plan Growth
3Y Returns14.75%
ITI Arbitrage Fund Regular - Growth
3Y Returns6.76%
Invesco India Arbitrage Fund - Growth Option
3Y Returns7.09%
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
3Y Returns9.74%
Mirae Asset Equity Savings Fund- Regular Plan- Growth
3Y Returns11.4%
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
3Y Returns6.44%
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns7.07%
