Invesco India Dynamic Equity Fund vs Edelweiss Balanced Advantage Fund compare

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Invesco India Dynamic Equity Fund - Growth

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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

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%

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%

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%

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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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

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

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