HDFC Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare
HDFC Balanced Advantage Fund - Growth Plan
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
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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