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

Trailing Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month 1.59% 2.87%
6 Month 0.76% -11.47%
1 Year 6.72% -5.06%
3 Year 14.75% 9.17%
5 Year 15.06% 10.15%

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month 2.77% 0.2%
1 Year 3.79% -15.09%
3 Year 13.61% 4.01%
5 Year 12.55% 5.75%

Rolling Lumpsum Returns

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%

Risk Management

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 0.78% -0.047%
Beta 1.04% -
Alpha 1.33% -

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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 32.96 32.92
Large Cap 56.2 33.5
Mid Cap 8.79 17.36
Small Cap 2.05 16.23

Sector Allocation

Scheme Name

Invesco India Dynamic Equity Fund - Growth

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

Others 32.96 30.21
Telecom - Services 2.59 -
Petroleum Products 4.57 -
IT - Software 9.2 -
Construction 6.4 -
Healthcare Services 2.27 -
Other Utilities 0.26 -
Non - Ferrous Metals 0.88 -
Banks 11.51 -
Pharmaceuticals & Biotechnology 7.09 -
Cement & Cement Products 1.02 -
Power 1.21 -
Automobiles 3.89 -
Commercial Services & Supplies 0.75 -
Finance 2.03 -
Insurance 1.89 -
Beverages 1.41 -
Food Products 1.06 -
Aerospace & Defense 1.19 -
Consumer Durables 2.35 -
Industrial Products 0.17 -
Retailing 3.52 -
Realty 0.9 -
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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