Invesco India Dynamic Equity Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare

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Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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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	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
Fund	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹7710 Cr	₹935 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹1000	₹500
Min Addl Investment	₹100	₹1000
Launch Date	23 May 2000	04 Oct 2007
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate TRI	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	240%	173%
Expense Ratio	1.8	2.15
Manager	Lovelish Solanki	Amit Ganatra
ISIN Code	INF084M01AB8	INF205K01213
Exits Load	Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 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	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
1 Month	1.21%	1.69%
6 Month	6.07%	0.64%
1 Year	8.93%	6.69%
3 Year	15.67%	16.8%
5 Year	15.22%	13.85%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
6 Month	5.27%	4.38%
1 Year	10.22%	5.88%
3 Year	14.16%	13.64%
5 Year	12.96%	12.6%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
1 Year	11.28%	11.29%
3 Year	11.48%	10.91%
5 Year	11.23%	10.92%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
Standard Deviation	6.2%	7.47%
Sharp	0.96%	0.94%
Beta	1%	1.05%
Alpha	1.01%	1.14%

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Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
Name	Lovelish Solanki	Amit Ganatra
Total AUM	₹14756 Cr	₹23585 Cr
Funds Managed	2	5
	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
Others	26.23	31.98
Large Cap	51.42	57.4
Mid Cap	16.21	8.87
Small Cap	4.68	1.75

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
Others	22.03	31.98
Telecom - Services	1.8	2.76
Petroleum Products	4.74	4.92
Electrical Equipment	1.39	-
IT - Software	5.61	8.8
Cement & Cement Products	2.04	1.04
Personal Products	2.18	-
Construction	1.44	5.98
Finance	4.16	1.96
Retailing	2.88	3.86
Banks	15.59	12.12
Pharmaceuticals & Biotechnology	3.7	7.23
Non - Ferrous Metals	1.61	0.79
Realty	2.58	0.89
Healthcare Services	0.89	2.31
Aerospace & Defense	0.36	1.21
Auto Components	3.28	-
Ferrous Metals	1.58	-
Transport Infrastructure	2.02	-
Automobiles	1.67	4.01
Industrial Products	1.81	-
Insurance	3.04	2.01
Diversified FMCG	1.04	-
Consumer Durables	1.65	2.66
Diversified Metals	0.69	-
Oil	0.58	-
Power	2.36	1.18
Fertilizers & Agrochemicals	0.66	-
Leisure Services	0.58	-
Metals & Minerals Trading	0.13	-
Consumable Fuels	0.27	-
Minerals & Mining	0.54	-
Transport Services	0.65	0.88
Chemicals & Petrochemicals	0.75	-
Beverages	2.24	1.33
Other Utilities	-	0.1
Commercial Services & Supplies	-	0.71
Food Products	-	1.27