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Invesco India Dynamic Equity Fund vs Axis Balanced Advantage Fund compare
Invesco India Dynamic Equity Fund - Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1121 Cr | ₹3810 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 04 Oct 2007 | 01 Aug 2017 |
| 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 | 173% | 24% |
| Expense Ratio | 2.15 | 2 |
| Manager | Amit Ganatra | Hardik Shah |
| ISIN Code | INF205K01213 | INF846K01A52 |
| Exits Load | Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.02% | -0.6% |
| 6 Month | 2.33% | 3.17% |
| 1 Year | 0.61% | 4.32% |
| 3 Year | 12.3% | 14.01% |
| 5 Year | 11.06% | 11.69% |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.34% | 2.31% |
| 1 Year | 8.67% | 10.02% |
| 3 Year | 10.77% | 12.92% |
| 5 Year | 11.05% | 12.24% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.75% | 7.96% |
| 3 Year | 11.1% | 10.86% |
| 5 Year | 11.12% | 10.67% |
Risk Management
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.47% | 7.47% |
| Sharp | 0.82% | 0.90% |
| Beta | 1.09% | 1.06% |
| Alpha | 1.02% | 1.82% |
Fund Managers
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Amit Ganatra | Hardik Shah |
| Total AUM | ₹23585 Cr | ₹0 Cr |
| Funds Managed | 5 | 12 |
| Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.93 | 35.01 |
| Large Cap | 59 | 57.06 |
| Mid Cap | 6.59 | 5.16 |
| Small Cap | 1.48 | 2.77 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 27.06 | 28.65 |
| Communication Services | 3.99 | 2.15 |
| Energy | 4.72 | 6.73 |
| Technology | 9.31 | 9.23 |
| Industrials | 8.39 | 7.6 |
| Healthcare | 8.68 | 5.03 |
| Financial Services | 18.64 | 21.62 |
| Utilities | 1.32 | 2.18 |
| Basic Materials | 1.78 | 3.51 |
| Consumer Cyclical | 12.44 | 7.12 |
| Consumer Defensive | 2.93 | 4.69 |
| Real Estate | 0.75 | 1.5 |
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