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Invesco India Dynamic Equity Fund vs Edelweiss Balanced Advantage Fund compare

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tortoise-icon Invesco India Dynamic Equity Fund - Growth

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tortoise-icon Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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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 Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Fund Invesco India Dynamic Equity Fund - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹935 Cr ₹12238 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 04 Oct 2007 20 Aug 2009
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% 81%
Expense Ratio 2.15 1.69
Manager Amit Ganatra Rahul Dedhia
ISIN Code INF205K01213 INF754K01285
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 Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month 4.82% 4.47%
6 Month 2.39% 3.48%
1 Year 8.65% 7.35%
3 Year 15.54% 14.17%
5 Year 15.05% 16.75%

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month 3.4% 4.39%
1 Year 5.27% 5.22%
3 Year 13.95% 12.99%
5 Year 12.66% 12.57%

Rolling Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 11.45% 9.77%
3 Year 10.8% 11.52%
5 Year 10.87% 11.23%

Risk Management

Scheme Name Invesco India Dynamic Equity Fund - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation 7.47% 8.045%
Sharp 0.78% 0.5%
Beta 1.04% -
Alpha 1.33% -

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Fund Managers

Scheme Name Invesco India Dynamic Equity Fund - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Name Amit Ganatra Rahul Dedhia
Total AUM ₹23585 Cr ₹31988 Cr
Funds Managed 5 10
Invesco India Dynamic Equity Fund - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Invesco India Dynamic Equity Fund - Growth

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 32.96 27.12
Large Cap 56.2 52.16
Mid Cap 8.79 13.82
Small Cap 2.05 6.9

Sector Allocation

Scheme Name

Invesco India Dynamic Equity Fund - Growth

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 32.96 27.05
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 - 4.13
Utilities - 4.53
Technology - 10.12
Consumer Cyclical - 9.99
Industrials - 3.8
Financial Services - 21.21
Consumer Defensive - 5.86
Basic Materials - 2.38
Healthcare - 7.32
Communication Services - 2.28
Real Estate - 1.34

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