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HDFC Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

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tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

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tortoise-icon 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 HDFC Balanced Advantage Fund - Growth Plan Invesco India Dynamic Equity Fund - Growth
Fund HDFC Balanced Advantage Fund - Growth Plan Invesco India Dynamic Equity Fund - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹94251 Cr ₹935 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 11 Sep 2000 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 21.38% 173%
Expense Ratio 1.35 2.15
Manager Anil Bamboli Amit Ganatra
ISIN Code INF179K01830 INF205K01213
Exits Load HDFC Balanced Advantage Fund - 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 HDFC Balanced Advantage Fund - Growth Plan Invesco India Dynamic Equity Fund - Growth
1 Month 4.54% 4.82%
6 Month 4.41% 2.39%
1 Year 9.39% 8.65%
3 Year 22.9% 15.54%
5 Year 27.02% 15.05%

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Invesco India Dynamic Equity Fund - Growth
6 Month 5.28% 3.4%
1 Year 7.56% 5.27%
3 Year 19.53% 13.95%
5 Year 21.19% 12.66%

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Invesco India Dynamic Equity Fund - Growth
1 Year 18.17% 11.45%
3 Year 15.89% 10.8%
5 Year 14.91% 10.87%

Risk Management

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Invesco India Dynamic Equity Fund - Growth
Standard Deviation 9.701% 7.47%
Sharp 1.207% 0.78%
Beta - 1.04%
Alpha - 1.33%

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Fund Managers

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Invesco India Dynamic Equity Fund - Growth
Name Anil Bamboli Amit Ganatra
Total AUM ₹135442 Cr ₹23585 Cr
Funds Managed 12 5
HDFC Balanced Advantage Fund - Growth Plan Invesco India Dynamic Equity Fund - Growth

Market Cap

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

Invesco India Dynamic Equity Fund - Growth

Others 45.54 32.96
Large Cap 52.58 56.2
Small Cap 6.1 2.05
Mid Cap 6.45 8.79

Sector Allocation

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

Invesco India Dynamic Equity Fund - Growth

Others 43.92 32.96
Communication Services 2.71 -
Energy 7.4 -
Technology 5.37 -
Industrials 8.87 -
Basic Materials 2 -
Financial Services 22.36 -
Consumer Cyclical 5.5 -
Consumer Defensive 2.65 -
Real Estate 1.44 -
Healthcare 4.17 -
Utilities 4.3 -
Telecom - Services - 2.59
Petroleum Products - 4.57
IT - Software - 9.2
Construction - 6.4
Healthcare Services - 2.27
Other Utilities - 0.26
Non - Ferrous Metals - 0.88
Banks - 11.51
Pharmaceuticals & Biotechnology - 7.09
Cement & Cement Products - 1.02
Power - 1.21
Automobiles - 3.89
Commercial Services & Supplies - 0.75
Finance - 2.03
Insurance - 1.89
Beverages - 1.41
Food Products - 1.06
Aerospace & Defense - 1.19
Consumer Durables - 2.35
Industrial Products - 0.17
Retailing - 3.52
Realty - 0.9
Transport Services - 0.88

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