SBI Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

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SBI Balanced Advantage Fund Regular Growth

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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

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%

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%

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%

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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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

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

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