Invesco India Dynamic Equity Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

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Invesco India Dynamic Equity Fund - Growth

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Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Fund	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	High
Asset Size (Cr)	₹1050 Cr	₹928 Cr
Min Investment	₹1000	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹500
Launch Date	04 Oct 2007	27 Sep 2016
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	CRISIL Hybrid 50+50 Moderate TRI
Turn Over	173%	260%
Expense Ratio	2.15	2.19
Manager	Amit Ganatra	Rakesh Shetty
ISIN Code	INF205K01213	INF247L01585
Exits Load	Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365	Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month	1.16%	0.58%
6 Month	5.11%	11.81%
1 Year	3.93%	-7.64%
3 Year	13.43%	9.64%
5 Year	12.53%	8.4%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	1.77%	4.34%
1 Year	8.06%	11.22%
3 Year	11.81%	7.13%
5 Year	11.67%	7.83%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	10.96%	8.02%
3 Year	11.02%	8.33%
5 Year	11.04%	8.58%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	7.47%	13.72%
Sharp	0.85%	0.10%
Beta	0.11%	-
Alpha	6.08%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Name	Amit Ganatra	Rakesh Shetty
Total AUM	₹23585 Cr	₹33886 Cr
Funds Managed	5	19
	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	40.13	24.87
Large Cap	51.47	26.96
Mid Cap	6.75	28.81
Small Cap	1.65	19.35

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	35.11	6.52
Communication Services	2.53	-
Energy	4.39	-
Technology	8.67	29.74
Industrials	7.91	3.93
Healthcare	8.81	6.02
Utilities	1.14	-
Basic Materials	1.85	15.46
Financial Services	16.07	9.71
Consumer Cyclical	10.46	28.62
Consumer Defensive	2.32	-
Real Estate	0.75	-