Invesco India Dynamic Equity Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

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BANDHAN Balanced Advantage Fund Regular Plan Growth

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Invesco India Dynamic Equity Fund - Growth

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Chart Comparison

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

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)	₹2193 Cr	₹935 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

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
1 Month	3.18%	4.49%
6 Month	-0.67%	-1.53%
1 Year	7.69%	7.76%
3 Year	11.19%	13.99%
5 Year	12.71%	14.34%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
6 Month	0.68%	0.4%
1 Year	0.85%	-0.13%
3 Year	9.96%	12.03%
5 Year	9.38%	11.56%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
1 Year	9.02%	11.45%
3 Year	8.54%	10.8%
5 Year	8.78%	10.87%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
Standard Deviation	7.606%	7.47%
Sharp	0.199%	0.78%
Beta	-	1.04%
Alpha	-	1.33%

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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

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
Others	16.93	32.96
Large Cap	63.97	56.2
Small Cap	11.1	2.05
Mid Cap	8	8.79

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
Others	16.17	32.96
Communication Services	4.98	-
Energy	3.15	-
Technology	12.95	-
Financial Services	25.51	-
Basic Materials	6.1	-
Industrials	4.74	-
Consumer Cyclical	9.51	-
Consumer Defensive	6.86	-
Healthcare	7.43	-
Utilities	1.15	-
Real Estate	1.46	-
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