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)	₹1126 Cr	₹872 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	-2.24%	-7.4%
6 Month	-0.69%	-7.81%
1 Year	4.89%	-5.59%
3 Year	11.95%	6.68%
5 Year	10%	4.8%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	-0.51%	-6%
1 Year	4.47%	-1.88%
3 Year	9.06%	0.53%
5 Year	10.21%	4.17%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	10.64%	7.45%
3 Year	11.13%	8.44%
5 Year	11.12%	8.39%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	7.47%	9.95%
Sharp	0.85%	0.21%
Beta	1.1%	1.27%
Alpha	0.83%	-3.57%

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	32.06	45.55
Large Cap	63.06	23.51
Mid Cap	3.47	15.92
Small Cap	1.41	15.02

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	29.16	30.9
Communication Services	1.31	9.66
Energy	4.71	-
Technology	9.15	16.62
Industrials	6.83	-
Healthcare	7.37	5.69
Financial Services	21.33	6.16
Consumer Defensive	7.06	-
Utilities	1.2	-
Basic Materials	2.02	16.35
Consumer Cyclical	9.34	14.62
Real Estate	0.53	-