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)	₹935 Cr	₹1011 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	2.2%	0.44%
6 Month	-0.67%	-17.17%
1 Year	7.29%	-8.98%
3 Year	13.01%	6.33%
5 Year	13.8%	7.89%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	0.31%	-4.96%
1 Year	-0.05%	-21.15%
3 Year	12.71%	2.55%
5 Year	12.04%	4.9%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	11.45%	9.45%
3 Year	10.8%	8.28%
5 Year	10.87%	8.8%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	7.47%	13.896%
Sharp	0.5%	-0.047%
Beta	1.04%	-
Alpha	1.87%	-

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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	38.08	32.92
Large Cap	51.65	33.5
Mid Cap	8.26	17.36
Small Cap	2.02	16.23

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	35.78	30.21
Communication Services	2.29	5
Energy	4.41	-
Technology	10.19	17.55
Industrials	8.83	14.52
Financial Services	15.2	12.79
Healthcare	8.82	2.7
Consumer Cyclical	8.67	11.46
Utilities	1.31	-
Basic Materials	1.67	5.77
Consumer Defensive	1.99	0
Real Estate	0.84	-