- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Invesco India Dynamic Equity Fund vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund Regular Growth
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Fund | HDFC Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹108205 Cr | ₹1126 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 Regular Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | -1.84% | -2.24% |
| 6 Month | 0.85% | -0.69% |
| 1 Year | 7.61% | 4.89% |
| 3 Year | 16.95% | 11.95% |
| 5 Year | 18.74% | 10% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 0.88% | -0.51% |
| 1 Year | 7.8% | 4.47% |
| 3 Year | 12.62% | 9.06% |
| 5 Year | 16.11% | 10.21% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 17.24% | 10.64% |
| 3 Year | 16.36% | 11.13% |
| 5 Year | 15.13% | 11.12% |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 9.4% | 7.47% |
| Sharp | 1.31% | 0.85% |
| Beta | 1.13% | 1.1% |
| Alpha | 5.43% | 0.83% |
Fund Managers
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | 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 Regular Growth | Invesco India Dynamic Equity Fund - Growth |
Market Cap
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 33.08 | 32.06 |
| Large Cap | 54.16 | 63.06 |
| Small Cap | 5.3 | 1.41 |
| Mid Cap | 7.46 | 3.47 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 28.63 | 29.16 |
| Communication Services | 3.63 | 1.31 |
| Energy | 7.8 | 4.71 |
| Technology | 6.48 | 9.15 |
| Industrials | 8.05 | 6.83 |
| Financial Services | 23.72 | 21.33 |
| Basic Materials | 2.21 | 2.02 |
| Consumer Cyclical | 6.99 | 9.34 |
| Consumer Defensive | 2.5 | 7.06 |
| Healthcare | 4.22 | 7.37 |
| Real Estate | 1.83 | 0.53 |
| Utilities | 3.94 | 1.2 |
Top Comparisons
Invesco India Infrastructure Fund - Growth Option
3Y Returns19.9%
HSBC Infrastructure Fund - Regular Growth
3Y Returns19.71%
Invesco India Midcap Fund - Growth Option
3Y Returns25.34%
Mirae Asset Midcap Fund - Regular Plan-Growth Option
3Y Returns19.32%
ITI Focused Equity Fund Regular - Growth
3Y Returns0%
Quant Focused Fund-Growth
3Y Returns12.16%
Franklin India Aggressive Hybrid Fund - Growth Plan
3Y Returns13.4%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns14.53%
