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Invesco India Dynamic Equity Fund vs HDFC Balanced Advantage Fund compare

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tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

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tortoise-icon 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 HDFC Balanced Advantage Fund - Growth Plan Invesco India Dynamic Equity Fund - Growth
Fund HDFC Balanced Advantage Fund - Growth Plan Invesco India Dynamic Equity Fund - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹94251 Cr ₹935 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 11 Sep 2000 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 21.38% 173%
Expense Ratio 1.35 2.15
Manager Anil Bamboli Amit Ganatra
ISIN Code INF179K01830 INF205K01213
Exits Load HDFC Balanced Advantage Fund - 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 HDFC Balanced Advantage Fund - Growth Plan Invesco India Dynamic Equity Fund - Growth
1 Month 2.59% 2.18%
6 Month 0.05% -1.12%
1 Year 7.77% 7.36%
3 Year 20.09% 13.02%
5 Year 25.54% 14.22%

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Invesco India Dynamic Equity Fund - Growth
6 Month 2.19% 0.31%
1 Year 1.49% -0.05%
3 Year 18.39% 12.71%
5 Year 20.82% 12.04%

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Invesco India Dynamic Equity Fund - Growth
1 Year 18.17% 11.45%
3 Year 15.89% 10.8%
5 Year 14.91% 10.87%

Risk Management

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Invesco India Dynamic Equity Fund - Growth
Standard Deviation 9.701% 7.47%
Sharp 1.207% 0.5%
Beta - 1.04%
Alpha - 1.87%

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Fund Managers

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Invesco India Dynamic Equity Fund - Growth
Name Anil Bamboli Amit Ganatra
Total AUM ₹135442 Cr ₹23585 Cr
Funds Managed 12 5
HDFC Balanced Advantage Fund - Growth Plan Invesco India Dynamic Equity Fund - Growth

Market Cap

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

Invesco India Dynamic Equity Fund - Growth

Others 45.54 38.08
Large Cap 52.58 51.65
Small Cap 6.1 2.02
Mid Cap 6.45 8.26

Sector Allocation

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

Invesco India Dynamic Equity Fund - Growth

Others 43.92 35.78
Communication Services 2.71 2.29
Energy 7.4 4.41
Technology 5.37 10.19
Industrials 8.87 8.83
Basic Materials 2 1.67
Financial Services 22.36 15.2
Consumer Cyclical 5.5 8.67
Consumer Defensive 2.65 1.99
Real Estate 1.44 0.84
Healthcare 4.17 8.82
Utilities 4.3 1.31

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