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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 1.69% 1.09%
6 Month 0.72% -2.35%
1 Year 5.7% 6.33%
3 Year 22.6% 15.61%
5 Year 25.22% 13.95%

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Invesco India Dynamic Equity Fund - Growth
6 Month 5.66% 4.11%
1 Year 7.19% 4.51%
3 Year 18.28% 13.03%
5 Year 20.32% 12.22%

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Invesco India Dynamic Equity Fund - Growth
1 Year 17.82% 11.29%
3 Year 16.09% 10.91%
5 Year 15.02% 10.92%

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% 0.94%
Beta - 1.05%
Alpha - 1.14%

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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 31.98
Large Cap 52.58 57.4
Small Cap 6.1 1.75
Mid Cap 6.45 8.87

Sector Allocation

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

Invesco India Dynamic Equity Fund - Growth

Others 43.92 31.98
Communication Services 2.71 -
Energy 7.4 -
Technology 5.37 -
Industrials 8.87 -
Basic Materials 2 -
Financial Services 22.36 -
Consumer Cyclical 5.5 -
Consumer Defensive 2.65 -
Real Estate 1.44 -
Healthcare 4.17 -
Utilities 4.3 -
Telecom - Services - 2.76
Petroleum Products - 4.92
IT - Software - 8.8
Construction - 5.98
Healthcare Services - 2.31
Other Utilities - 0.1
Non - Ferrous Metals - 0.79
Banks - 12.12
Pharmaceuticals & Biotechnology - 7.23
Cement & Cement Products - 1.04
Power - 1.18
Automobiles - 4.01
Commercial Services & Supplies - 0.71
Finance - 1.96
Insurance - 2.01
Beverages - 1.33
Food Products - 1.27
Aerospace & Defense - 1.21
Consumer Durables - 2.66
Retailing - 3.86
Realty - 0.89
Transport Services - 0.88

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