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

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tortoise-icon Invesco India Dynamic Equity Fund - Growth

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tortoise-icon 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) ₹978 Cr ₹923 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

Trailing Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month 2.89% 2.01%
6 Month 2.08% -6%
1 Year 7.47% -6.84%
3 Year 16.46% 11.61%
5 Year 14.12% 8.91%

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month 6.45% 7%
1 Year 9.19% -5.96%
3 Year 14.58% 5.66%
5 Year 13.14% 6.79%

Rolling Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year 11.29% 8.82%
3 Year 10.91% 8.08%
5 Year 10.92% 8.82%

Risk Management

Scheme Name Invesco India Dynamic Equity Fund - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation 7.47% 14.27%
Sharp 0.94% 0.27%
Beta 1.05% -
Alpha 1.14% -

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Fund Managers

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

Market Cap

Scheme Name

Invesco India Dynamic Equity Fund - Growth

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

Others 31.98 32.92
Large Cap 57.4 33.5
Mid Cap 8.87 17.36
Small Cap 1.75 16.23

Sector Allocation

Scheme Name

Invesco India Dynamic Equity Fund - Growth

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

Others 31.98 30.21
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 -
Technology - 17.55
Healthcare - 2.7
Financial Services - 12.79
Industrials - 14.52
Consumer Cyclical - 11.46
Basic Materials - 5.77
Communication Services - 5
Consumer Defensive - 0

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