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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) | ₹107971 Cr | ₹1121 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 | 0.67% | -0.31% |
| 6 Month | 1.64% | 0.66% |
| 1 Year | 7.39% | 2.95% |
| 3 Year | 17.87% | 12.77% |
| 5 Year | 18.88% | 10.35% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 3.21% | 1.49% |
| 1 Year | 12.49% | 8.1% |
| 3 Year | 14.11% | 10.34% |
| 5 Year | 16.98% | 10.87% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 17.26% | 10.69% |
| 3 Year | 16.35% | 11.12% |
| 5 Year | 15.12% | 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 | 33.92 | 32.93 |
| Large Cap | 53.76 | 59 |
| Small Cap | 5.26 | 1.48 |
| Mid Cap | 7.06 | 6.59 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 29.67 | 27.06 |
| Communication Services | 3.62 | 3.99 |
| Energy | 7.59 | 4.72 |
| Technology | 6.11 | 9.31 |
| Industrials | 7.82 | 8.39 |
| Financial Services | 23.67 | 18.64 |
| Basic Materials | 2.16 | 1.78 |
| Consumer Cyclical | 6.89 | 12.44 |
| Consumer Defensive | 2.53 | 2.93 |
| Healthcare | 4.18 | 8.68 |
| Real Estate | 1.83 | 0.75 |
| Utilities | 3.93 | 1.32 |
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