HDFC Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

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HDFC Balanced Advantage Fund - Growth Plan

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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

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Invesco India Dynamic Equity Fund - Growth
1 Month	2.4%	2.2%
6 Month	0.03%	-0.67%
1 Year	7.27%	7.29%
3 Year	20%	13.01%
5 Year	24.94%	13.8%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Invesco India Dynamic Equity Fund - Growth
6 Month	2.19%	0.31%
1 Year	1.49%	-0.05%
3 Year	18.39%	12.71%
5 Year	20.82%	12.04%

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%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Invesco India Dynamic Equity Fund - Growth
Standard Deviation	9.701%	7.47%
Sharp	1.207%	0.5%
Beta	-	1.04%
Alpha	-	1.87%

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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

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Invesco India Dynamic Equity Fund - Growth
Others	45.54	38.08
Large Cap	52.58	51.65
Small Cap	6.1	2.02
Mid Cap	6.45	8.26

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Invesco India Dynamic Equity Fund - Growth
Others	43.92	35.78
Communication Services	2.71	2.29
Energy	7.4	4.41
Technology	5.37	10.19
Industrials	8.87	8.83
Basic Materials	2	1.67
Financial Services	22.36	15.2
Consumer Cyclical	5.5	8.67
Consumer Defensive	2.65	1.99
Real Estate	1.44	0.84
Healthcare	4.17	8.82
Utilities	4.3	1.31