Invesco India Dynamic Equity Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
Overview
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Fund | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2268 Cr | ₹1045 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 10 Oct 2014 | 04 Oct 2007 |
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 | 24% | 173% |
Expense Ratio | 2.04 | 2.15 |
Manager | Ritika Behera | Amit Ganatra |
ISIN Code | INF194KA1UE8 | INF205K01213 |
Exits Load | Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
1 Month | 1.46% | 1.03% |
6 Month | 9.3% | 9.46% |
1 Year | 2.64% | 1.52% |
3 Year | 10.04% | 12.45% |
5 Year | 10.49% | 12.87% |
SIP Return Analysis
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
6 Month | 2.31% | 2.79% |
1 Year | 7.76% | 7.46% |
3 Year | 10.64% | 12.15% |
5 Year | 9.76% | 11.75% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
1 Year | 8.84% | 11.13% |
3 Year | 8.65% | 10.96% |
5 Year | 9.15% | 11% |
Risk Management
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Standard Deviation | 6.58% | 7.47% |
Sharp | 0.45% | 0.84% |
Beta | - | 0.08% |
Alpha | - | 6.16% |
Fund Managers
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Name | Ritika Behera | Amit Ganatra |
Total AUM | ₹43013 Cr | ₹23585 Cr |
Funds Managed | 19 | 5 |
BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
Market Cap
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Others | 25.96 | 43.89 |
Large Cap | 55.46 | 47.28 |
Small Cap | 9.39 | 1.74 |
Mid Cap | 9.19 | 7.09 |
Sector Allocation
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Others | 19.96 | 38.72 |
Communication Services | 5.14 | 2.63 |
Energy | 3.3 | 4.54 |
Technology | 12.17 | 9.3 |
Financial Services | 23.35 | 14.7 |
Basic Materials | 3.73 | 1.78 |
Industrials | 6.28 | 4.69 |
Consumer Defensive | 7.59 | 2.5 |
Consumer Cyclical | 8.04 | 9.81 |
Healthcare | 7.48 | 9.27 |
Real Estate | 1.28 | 0.81 |
Utilities | 1.7 | 1.26 |
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