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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 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%

SIP Return Analysis

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%

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 0.5% -0.047%
Beta 1.04% -
Alpha 1.87% -

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

Sector Allocation

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 -

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