Invesco India Dynamic Equity Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
| 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 | Moderately High |
| Asset Size (Cr) | ₹7427 Cr | ₹905 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 | 2.16 |
| 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 | -1.41% | -3.64% |
| 6 Month | -1.05% | -0.83% |
| 1 Year | 11.64% | 11.94% |
| 3 Year | 10.98% | 12.12% |
| 5 Year | 11.73% | 11.08% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 4.04% | 3.78% |
| 3 Year | 12.46% | 14.18% |
| 5 Year | 12.64% | 13.07% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 11.31% | 11.36% |
| 3 Year | 11.5% | 10.69% |
| 5 Year | 11.04% | 10.78% |
| 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 | 0.55% | 0.74% |
| Beta | 0.91% | 1% |
| Alpha | 2.08% | 3.82% |
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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 |
| Fund Manage | 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 | -0.81 | 33.34 |
| Large Cap | 56.11 | 51.99 |
| Mid Cap | 9.42 | 9.77 |
| Small Cap | 7.86 | 4.9 |
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | -0.81 | 33.34 |
| Telecom - Services | 2.73 | 1.93 |
| Petroleum Products | 4.63 | 4.97 |
| Electrical Equipment | 1.36 | 2.2 |
| IT - Software | 7.01 | 11.39 |
| Cement & Cement Products | 1.46 | 0.71 |
| Personal Products | 1.71 | - |
| Construction | 2.62 | 6.34 |
| Banks | 13.5 | 11.94 |
| Diversified FMCG | 2.84 | - |
| Pharmaceuticals & Biotechnology | 3.26 | 5.95 |
| Non - Ferrous Metals | 1.31 | - |
| Realty | 2.93 | 0.97 |
| Healthcare Services | 1.27 | 2.38 |
| Aerospace & Defense | 0.44 | 1.17 |
| Auto Components | 2.51 | - |
| Ferrous Metals | 0.78 | - |
| Automobiles | 2.73 | 2.42 |
| Finance | 4.47 | 2.4 |
| Insurance | 1.24 | 0.9 |
| Industrial Products | 0.47 | 0.53 |
| Consumer Durables | 1.89 | 2.85 |
| Transport Infrastructure | 2.27 | - |
| Retailing | 1.47 | 3.46 |
| Diversified Metals | 0.28 | - |
| Oil | 0.66 | - |
| Power | 3.16 | 1.77 |
| Fertilizers & Agrochemicals | 0.3 | 0.71 |
| Metals & Minerals Trading | 0.46 | - |
| Consumable Fuels | 0.94 | - |
| Minerals & Mining | 0.46 | - |
| Transport Services | 0.68 | 0.68 |
| Chemicals & Petrochemicals | 0.44 | - |
| Leisure Services | 0.31 | - |
| Beverages | 0.8 | 0.99 |
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