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) | ₹2302 Cr | ₹1024 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 | -1.08% | -1.8% |
6 Month | 4.48% | 3.53% |
1 Year | 3.16% | 2.34% |
3 Year | 10.53% | 13.44% |
5 Year | 10.64% | 12.59% |
SIP Return Analysis
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
6 Month | 3.57% | 3.57% |
1 Year | 6.71% | 5.6% |
3 Year | 11.29% | 12.97% |
5 Year | 10.22% | 12.31% |
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 | 7.19% | 7.47% |
Sharp | 0.89% | 1.24% |
Beta | - | 1.04% |
Alpha | - | 1.79% |
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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 | 24.76 | 37.94 |
Large Cap | 55.43 | 53 |
Small Cap | 10.08 | 1.68 |
Mid Cap | 9.72 | 7.38 |
Sector Allocation
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Others | 18.98 | 32.34 |
Communication Services | 5.5 | 2.82 |
Energy | 3.54 | 4.95 |
Technology | 13.68 | 10.07 |
Financial Services | 23.3 | 14.79 |
Basic Materials | 4.26 | 1.84 |
Industrials | 6.34 | 9.34 |
Consumer Cyclical | 7.46 | 10.23 |
Consumer Defensive | 6.24 | 2.38 |
Healthcare | 7.61 | 9.07 |
Utilities | 1.92 | 1.26 |
Real Estate | 1.18 | 0.91 |
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