Edelweiss Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

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Invesco India Dynamic Equity Fund - Growth

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Fund	Invesco India Dynamic Equity Fund - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹935 Cr	₹12238 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	04 Oct 2007	20 Aug 2009
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	173%	81%
Expense Ratio	2.15	1.69
Manager	Amit Ganatra	Rahul Dedhia
ISIN Code	INF205K01213	INF754K01285
Exits Load	Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365	Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	2.2%	1.45%
6 Month	-0.67%	-0.99%
1 Year	7.29%	4.76%
3 Year	13.01%	11.55%
5 Year	13.8%	15.28%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	0.31%	1.4%
1 Year	-0.05%	-0.68%
3 Year	12.71%	11.61%
5 Year	12.04%	11.95%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	11.45%	9.77%
3 Year	10.8%	11.52%
5 Year	10.87%	11.23%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	7.47%	8.045%
Sharp	0.5%	0.5%
Beta	1.04%	-
Alpha	1.87%	-

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Scheme Name	Invesco India Dynamic Equity Fund - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Name	Amit Ganatra	Rahul Dedhia
Total AUM	₹23585 Cr	₹31988 Cr
Funds Managed	5	10
	Invesco India Dynamic Equity Fund - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	38.08	27.12
Large Cap	51.65	52.16
Mid Cap	8.26	13.82
Small Cap	2.02	6.9

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	35.78	27.05
Communication Services	2.29	2.28
Energy	4.41	4.13
Technology	10.19	10.12
Industrials	8.83	3.8
Financial Services	15.2	21.21
Healthcare	8.82	7.32
Consumer Cyclical	8.67	9.99
Utilities	1.31	4.53
Basic Materials	1.67	2.38
Consumer Defensive	1.99	5.86
Real Estate	0.84	1.34