SBI Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare
SBI Balanced Advantage Fund Regular Growth
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
Overview
Scheme Name | SBI Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Fund | SBI Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Very High |
Asset Size (Cr) | ₹33309 Cr | ₹935 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 Aug 2021 | 04 Oct 2007 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | 39.82% | 173% |
Expense Ratio | 1.57 | 2.15 |
Manager | Pradeep Kesavan | Amit Ganatra |
ISIN Code | INF200KA1Y40 | INF205K01213 |
Exits Load | SBI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
1 Month | 2.51% | 2.2% |
6 Month | 2.14% | -0.67% |
1 Year | 7.83% | 7.29% |
3 Year | 13.59% | 13.01% |
5 Year | - | 13.8% |
SIP Return Analysis
Scheme Name | SBI Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
6 Month | 2.43% | 0.31% |
1 Year | 4.23% | -0.05% |
3 Year | 13.47% | 12.71% |
5 Year | - | 12.04% |
Rolling Lumpsum Returns
Scheme Name | SBI Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
1 Year | 16.39% | 11.45% |
3 Year | 13.05% | 10.8% |
5 Year | - | 10.87% |
Risk Management
Scheme Name | SBI Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Standard Deviation | 6.125% | 7.47% |
Sharp | 0.986% | 0.5% |
Beta | - | 1.04% |
Alpha | - | 1.87% |
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Fund Managers
Scheme Name | SBI Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Name | Pradeep Kesavan | Amit Ganatra |
Total AUM | ₹434274 Cr | ₹23585 Cr |
Funds Managed | 43 | 5 |
SBI Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
Market Cap
Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Others | 33.72 | 38.08 |
Large Cap | 54.7 | 51.65 |
Mid Cap | 8.37 | 8.26 |
Small Cap | 3.22 | 2.02 |
Sector Allocation
Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Others | 32.99 | 35.78 |
Energy | 9.02 | 4.41 |
Technology | 6.96 | 10.19 |
Basic Materials | 3.21 | 1.67 |
Consumer Defensive | 2.74 | 1.99 |
Industrials | 6.47 | 8.83 |
Financial Services | 16.32 | 15.2 |
Healthcare | 4.19 | 8.82 |
Consumer Cyclical | 5.56 | 8.67 |
Communication Services | 3.6 | 2.29 |
Utilities | 7.63 | 1.31 |
Real Estate | 1.32 | 0.84 |
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