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SBI Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

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tortoise-icon SBI Balanced Advantage Fund Regular Growth

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tortoise-icon Invesco India Dynamic Equity Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 2.81% 2.95%
6 Month 4.22% 1.17%
1 Year 8.5% 7.38%
3 Year 14.79% 14.58%
5 Year - 15.01%

SIP Return Analysis

Scheme Name SBI Balanced Advantage Fund Regular Growth Invesco India Dynamic Equity Fund - Growth
6 Month 4.84% 3.4%
1 Year 8.98% 5.27%
3 Year 14.57% 13.95%
5 Year - 12.66%

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% 0.78%
Beta - 1.04%
Alpha - 1.33%

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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 32.96
Large Cap 54.7 56.2
Mid Cap 8.37 8.79
Small Cap 3.22 2.05

Sector Allocation

Scheme Name

SBI Balanced Advantage Fund Regular Growth

Invesco India Dynamic Equity Fund - Growth

Others 32.99 32.96
Energy 9.02 -
Technology 6.96 -
Basic Materials 3.21 -
Consumer Defensive 2.74 -
Industrials 6.47 -
Financial Services 16.32 -
Healthcare 4.19 -
Consumer Cyclical 5.56 -
Communication Services 3.6 -
Utilities 7.63 -
Real Estate 1.32 -
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

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