Edelweiss Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare
Invesco India Dynamic Equity Fund - Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
| 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 | Moderately High | Very High |
| Asset Size (Cr) | ₹905 Cr | ₹12306 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 | 2.16 | 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 | 3.66% | 1.89% |
| 6 Month | 13.36% | 9.52% |
| 1 Year | 22.08% | 19.2% |
| 3 Year | 13.74% | 12.09% |
| 5 Year | 12.37% | 15.35% |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.89% | 8.68% |
| 3 Year | 16.25% | 14.58% |
| 5 Year | 14.29% | 14.69% |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.36% | 9.63% |
| 3 Year | 10.69% | 11.61% |
| 5 Year | 10.78% | 11.18% |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.47% | 7.27% |
| Sharp | 0.7% | 0.8% |
| Beta | 1.01% | 0.25% |
| Alpha | 3.08% | 3.73% |
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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 |
| Fund Manage | 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 | 33.34 | 21.37 |
| Small Cap | 4.9 | 3.01 |
| Large Cap | 51.99 | 56.06 |
| Mid Cap | 9.77 | 9.03 |
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.34 | 17.38 |
| Cement & Cement Products | 0.71 | - |
| Telecom - Services | 1.93 | - |
| Petroleum Products | 4.97 | - |
| Electrical Equipment | 2.2 | - |
| IT - Software | 11.39 | - |
| Construction | 6.34 | 3.56 |
| Finance | 2.4 | - |
| Healthcare Services | 2.38 | - |
| Retailing | 3.46 | - |
| Banks | 11.94 | - |
| Pharmaceuticals & Biotechnology | 5.95 | - |
| Automobiles | 2.42 | - |
| Insurance | 0.9 | 0.35 |
| Beverages | 0.99 | - |
| Aerospace & Defense | 1.17 | - |
| Consumer Durables | 2.85 | - |
| Industrial Products | 0.53 | - |
| Realty | 0.97 | - |
| Fertilizers & Agrochemicals | 0.71 | - |
| Transport Services | 0.68 | - |
| Power | 1.77 | - |
| Energy | - | 9.3 |
| Automobile | - | 6.09 |
| Textiles | - | 0.32 |
| Healthcare | - | 3.69 |
| Financial | - | 24.14 |
| Technology | - | 4.66 |
| Metals & Mining | - | 2.56 |
| Capital Goods | - | 2.16 |
| Materials | - | 2.32 |
| Services | - | 2.94 |
| Sovereign | - | 2.27 |
| Consumer Staples | - | 3.96 |
| Chemicals | - | 0.82 |
| Communication | - | 2.95 |
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