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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) | ₹38628 Cr | ₹1091 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹250 | ₹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 | 1.12% | 0.82% |
| 6 Month | 4.83% | 4.27% |
| 1 Year | 8.71% | 3.92% |
| 3 Year | 13.79% | 12.2% |
| 5 Year | - | 11.65% |
SIP Return Analysis
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 3.65% | 2.3% |
| 1 Year | 13.16% | 9.84% |
| 3 Year | 12.72% | 11.65% |
| 5 Year | - | 11.64% |
Rolling Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 13.41% | 10.75% |
| 3 Year | 13.32% | 11.08% |
| 5 Year | - | 11.11% |
Risk Management
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 6.18% | 7.47% |
| Sharp | 1.10% | 0.87% |
| Beta | 0.85% | 1.08% |
| Alpha | 2.48% | 0.89% |
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 | 32.27 | 39.91 |
| Large Cap | 56.48 | 51.56 |
| Mid Cap | 7.48 | 6.91 |
| Small Cap | 3.77 | 1.62 |
Sector Allocation
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 29.2 | 34.6 |
| Energy | 9.36 | 4.6 |
| Industrials | 4.77 | 8.21 |
| Technology | 4.35 | 8.81 |
| Basic Materials | 5.33 | 1.92 |
| Consumer Defensive | 4.46 | 2.26 |
| Consumer Cyclical | 6.02 | 10.16 |
| Financial Services | 19.63 | 15.9 |
| Real Estate | 3.82 | 0.84 |
| Healthcare | 3.46 | 8.83 |
| Communication Services | 3.54 | 2.71 |
| Utilities | 6.06 | 1.15 |
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