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)	₹37457 Cr	₹1050 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	1.02%	0.39%
6 Month	6.18%	7.54%
1 Year	4.76%	2.1%
3 Year	14.4%	13.64%
5 Year	-	12.62%

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Invesco India Dynamic Equity Fund - Growth
6 Month	1.34%	1.17%
1 Year	8.75%	6.82%
3 Year	11.77%	11.34%
5 Year	-	11.32%

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Invesco India Dynamic Equity Fund - Growth
1 Year	13.41%	10.96%
3 Year	13.32%	11.02%
5 Year	-	11.04%

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Invesco India Dynamic Equity Fund - Growth
Standard Deviation	6.14%	7.47%
Sharp	1.09%	0.85%
Beta	-	0.11%
Alpha	-	6.08%

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	34.71	41.81
Large Cap	54.71	49.58
Mid Cap	7.34	6.88
Small Cap	3.23	1.72

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Invesco India Dynamic Equity Fund - Growth
Others	31.47	36.71
Energy	8.81	4.39
Technology	4.53	9.12
Basic Materials	4.77	1.8
Consumer Defensive	4.47	2.4
Industrials	5.38	7.75
Consumer Cyclical	6.85	10.45
Financial Services	17.09	13.83
Real Estate	4.03	0.74
Healthcare	3.53	9
Communication Services	3.23	2.61
Utilities	5.82	1.21