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	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%

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%

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%	0.78%
Beta	-	1.04%
Alpha	-	1.33%

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

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