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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 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%

SIP Return Analysis

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%

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 0.78% 0.607%
Beta 1.04% -
Alpha 1.33% -

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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 32.96 34.05
Large Cap 56.2 56.4
Mid Cap 8.79 5.5
Small Cap 2.05 4.04

Sector Allocation

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

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