Invesco India Dynamic Equity Fund vs Edelweiss Balanced Advantage Fund compare
Invesco India Dynamic Equity Fund - Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
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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