Invesco India Dynamic Equity Fund vs HDFC Balanced Advantage Fund compare

Invesco India Dynamic Equity Fund vs HDFC Balanced Advantage Fund compare

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HDFC Balanced Advantage Fund Regular Growth

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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 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)	₹103041 Cr	₹1050 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	2.5%	2.4%
6 Month	5.79%	4.99%
1 Year	5.74%	4.51%
3 Year	18.59%	12.88%
5 Year	24.4%	12.62%

SIP Return Analysis

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Invesco India Dynamic Equity Fund - Growth
6 Month	0.44%	-0.24%
1 Year	6.63%	3.57%
3 Year	13.5%	9.9%
5 Year	16.9%	10.56%

Rolling Lumpsum Returns

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Invesco India Dynamic Equity Fund - Growth
1 Year	17.32%	10.96%
3 Year	16.26%	11.02%
5 Year	15.12%	11.04%

Risk Management

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Invesco India Dynamic Equity Fund - Growth
Standard Deviation	8.75%	7.83%
Sharp	1.26%	0.76%
Beta	1.16%	1.08%
Alpha	5.14%	0.47%

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	34.5	40.13
Large Cap	52.86	51.47
Small Cap	5.81	1.65
Mid Cap	6.83	6.75

Sector Allocation

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Invesco India Dynamic Equity Fund - Growth
Others	31.65	35.11
Communication Services	3.42	2.53
Energy	7.23	4.39
Technology	5.36	8.67
Industrials	7.96	7.91
Consumer Defensive	2.64	2.32
Financial Services	22.86	16.07
Basic Materials	2.31	1.85
Consumer Cyclical	6.76	10.46
Healthcare	4.04	8.81
Real Estate	1.55	0.75
Utilities	4.21	1.14

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