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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) | ₹1126 Cr | ₹3816 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 | -1.87% | -1.75% |
| 6 Month | -0.87% | 2.16% |
| 1 Year | 4.01% | 6.34% |
| 3 Year | 12.4% | 14.49% |
| 5 Year | 10.31% | 11.85% |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.79% | 1.9% |
| 1 Year | 6.49% | 8.62% |
| 3 Year | 9.42% | 11.77% |
| 5 Year | 10.48% | 11.85% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.64% | 7.84% |
| 3 Year | 11.13% | 10.97% |
| 5 Year | 11.12% | 10.77% |
Risk Management
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.47% | 7.39% |
| Sharp | 0.85% | 1.15% |
| Beta | 1.1% | 1.08% |
| Alpha | 0.83% | 2.69% |
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 | 32.06 | 35.47 |
| Large Cap | 63.06 | 56.83 |
| Mid Cap | 3.47 | 4.85 |
| Small Cap | 1.41 | 2.85 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.16 | 29.16 |
| Communication Services | 1.31 | 2.09 |
| Energy | 4.71 | 6.59 |
| Technology | 9.15 | 8.81 |
| Industrials | 6.83 | 7.27 |
| Healthcare | 7.37 | 5.07 |
| Financial Services | 21.33 | 21.75 |
| Consumer Defensive | 7.06 | 4.49 |
| Utilities | 1.2 | 2.17 |
| Basic Materials | 2.02 | 3.6 |
| Consumer Cyclical | 9.34 | 7.47 |
| Real Estate | 0.53 | 1.53 |
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