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Invesco India Dynamic Equity Fund vs Axis Balanced Advantage Fund compare

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tortoise-icon Invesco India Dynamic Equity Fund - Growth

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tortoise-icon Axis Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹935 Cr ₹2652 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 2.2% 2.29%
6 Month -0.67% 1.63%
1 Year 7.29% 13.01%
3 Year 13.01% 14.14%
5 Year 13.8% 13.9%

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month 0.31% 2.28%
1 Year -0.05% 4.99%
3 Year 12.71% 15.41%
5 Year 12.04% 13.48%

Rolling Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year 11.45% 8.22%
3 Year 10.8% 9.95%
5 Year 10.87% 8.8%

Risk Management

Scheme Name Invesco India Dynamic Equity Fund - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation 7.47% 8.096%
Sharp 0.5% 0.607%
Beta 1.04% -
Alpha 1.87% -

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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 38.08 34.05
Large Cap 51.65 56.4
Mid Cap 8.26 5.5
Small Cap 2.02 4.04

Sector Allocation

Scheme Name

Invesco India Dynamic Equity Fund - Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 35.78 32.81
Communication Services 2.29 3.08
Energy 4.41 7.7
Technology 10.19 6.58
Industrials 8.83 5.28
Financial Services 15.2 21.88
Healthcare 8.82 5.99
Consumer Cyclical 8.67 7.77
Utilities 1.31 1.99
Basic Materials 1.67 3.97
Consumer Defensive 1.99 2.51
Real Estate 0.84 0.43

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