Invesco India Dynamic Equity Fund vs Axis Balanced Advantage Fund compare

Link copied to clipboard!

Invesco India Dynamic Equity Fund - Growth

Invest Now

Axis Balanced Advantage Fund - Regular Plan - Growth

Invest Now

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

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	4.82%	3.67%
6 Month	2.39%	4.6%
1 Year	8.65%	14.14%
3 Year	15.54%	16%
5 Year	15.05%	15.04%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	3.4%	4.34%
1 Year	5.27%	8.91%
3 Year	13.95%	16.26%
5 Year	12.66%	13.9%

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%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	7.47%	8.096%
Sharp	0.78%	0.607%
Beta	1.04%	-
Alpha	1.33%	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	32.96	34.05
Large Cap	56.2	56.4
Mid Cap	8.79	5.5
Small Cap	2.05	4.04

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	32.96	32.81
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	-
Energy	-	7.7
Industrials	-	5.28
Technology	-	6.58
Basic Materials	-	3.97
Consumer Defensive	-	2.51
Financial Services	-	21.88
Healthcare	-	5.99
Consumer Cyclical	-	7.77
Communication Services	-	3.08
Utilities	-	1.99
Real Estate	-	0.43