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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) | ₹101080 Cr | ₹1045 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 | 1.94% | 1.66% |
| 6 Month | 10.5% | 9.75% |
| 1 Year | 2.38% | 1.89% |
| 3 Year | 18.84% | 13.11% |
| 5 Year | 23.69% | 12.97% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 2.01% | 2.79% |
| 1 Year | 8.02% | 7.46% |
| 3 Year | 15.55% | 12.15% |
| 5 Year | 18.21% | 11.75% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 17.49% | 11.13% |
| 3 Year | 16.2% | 10.96% |
| 5 Year | 15.09% | 11% |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 9.18% | 7.47% |
| Sharp | 1.14% | 0.84% |
| Beta | - | 0.08% |
| Alpha | - | 6.16% |
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 | 36.15 | 41.81 |
| Large Cap | 51.59 | 49.58 |
| Small Cap | 5.61 | 1.72 |
| Mid Cap | 6.65 | 6.88 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 33.41 | 36.71 |
| Communication Services | 3.5 | 2.61 |
| Energy | 6.87 | 4.39 |
| Technology | 5.84 | 9.12 |
| Industrials | 8.02 | 7.75 |
| Consumer Defensive | 2.75 | 2.4 |
| Financial Services | 21.4 | 13.83 |
| Basic Materials | 1.91 | 1.8 |
| Consumer Cyclical | 6.68 | 10.45 |
| Real Estate | 1.48 | 0.74 |
| Healthcare | 4.03 | 9 |
| Utilities | 4.1 | 1.21 |
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