Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs Invesco India Dynamic Equity Fund 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)	₹1024 Cr	₹913 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	-1.8%	-1.71%
6 Month	3.53%	1.62%
1 Year	2.34%	-11.21%
3 Year	13.44%	8.48%
5 Year	12.59%	7.67%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	3.57%	7.05%
1 Year	5.6%	-2.94%
3 Year	12.97%	5.82%
5 Year	12.31%	6.96%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	11.13%	8.45%
3 Year	10.96%	8.28%
5 Year	11%	8.75%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	7.47%	14.09%
Sharp	1.24%	0.39%
Beta	1.04%	-
Alpha	1.79%	-

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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	37.94	39.47
Large Cap	53	30.95
Mid Cap	7.38	20.47
Small Cap	1.68	9.1

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	32.34	18.21
Communication Services	2.82	6.6
Energy	4.95	-
Technology	10.07	29.03
Industrials	9.34	5.38
Healthcare	9.07	2.41
Utilities	1.26	-
Basic Materials	1.84	14.83
Financial Services	14.79	5.51
Consumer Cyclical	10.23	18.02
Consumer Defensive	2.38	0
Real Estate	0.91	-