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)	₹978 Cr	₹12696 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	2.89%	2.58%
6 Month	2.08%	4.26%
1 Year	7.47%	5.35%
3 Year	16.46%	15.16%
5 Year	14.12%	15.89%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	6.45%	6.62%
1 Year	9.19%	8.9%
3 Year	14.58%	13.58%
5 Year	13.14%	12.87%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	11.29%	9.54%
3 Year	10.91%	11.43%
5 Year	10.92%	11.32%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	7.47%	8.56%
Sharp	0.94%	0.74%
Beta	1.05%	-
Alpha	1.14%	-

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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	31.98	27.12
Large Cap	57.4	52.16
Mid Cap	8.87	13.82
Small Cap	1.75	6.9

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	31.98	27.05
Telecom - Services	2.76	-
Petroleum Products	4.92	-
IT - Software	8.8	-
Construction	5.98	-
Healthcare Services	2.31	-
Other Utilities	0.1	-
Non - Ferrous Metals	0.79	-
Banks	12.12	-
Pharmaceuticals & Biotechnology	7.23	-
Cement & Cement Products	1.04	-
Power	1.18	-
Automobiles	4.01	-
Commercial Services & Supplies	0.71	-
Finance	1.96	-
Insurance	2.01	-
Beverages	1.33	-
Food Products	1.27	-
Aerospace & Defense	1.21	-
Consumer Durables	2.66	-
Retailing	3.86	-
Realty	0.89	-
Transport Services	0.88	-
Energy	-	4.13
Utilities	-	4.53
Technology	-	10.12
Consumer Cyclical	-	9.99
Industrials	-	3.8
Financial Services	-	21.21
Consumer Defensive	-	5.86
Basic Materials	-	2.38
Healthcare	-	7.32
Communication Services	-	2.28
Real Estate	-	1.34