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360 ONE Balanced Hybrid Fund Regular vs Invesco India Dynamic Equity Fund compare

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tortoise-icon Invesco India Dynamic Equity Fund - Growth

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tortoise-icon 360 ONE Balanced Hybrid Fund Regular - Growth

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Chart Comparison

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

Overview

Scheme Name Invesco India Dynamic Equity Fund - Growth 360 ONE Balanced Hybrid Fund Regular - Growth
Fund Invesco India Dynamic Equity Fund - Growth 360 ONE Balanced Hybrid Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹935 Cr ₹840 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Oct 2007 25 Sep 2023
Category Dynamic Asset Allocation Balanced Hybrid
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 173% %
Expense Ratio 2.15 1.94
Manager Amit Ganatra Milan Mody
ISIN Code INF205K01213 INF579M01AV5
Exits Load Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 360 ONE Balanced Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth 360 ONE Balanced Hybrid Fund Regular - Growth
1 Month -4.3% -1.99%
6 Month -5.62% -3.86%
1 Year 4.63% 8.42%
3 Year 13.06% -
5 Year 11.16% -

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth 360 ONE Balanced Hybrid Fund Regular - Growth
6 Month -5.93% -3.61%
1 Year -6.54% -2.4%
3 Year 10.62% -
5 Year 10.97% -

Rolling Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth 360 ONE Balanced Hybrid Fund Regular - Growth
1 Year 11.45% 19.96%
3 Year 10.8% -
5 Year 10.87% -

Risk Management

Scheme Name Invesco India Dynamic Equity Fund - Growth 360 ONE Balanced Hybrid Fund Regular - Growth
Standard Deviation 7.47% -
Sharp 0.6% -
Beta 1.02% -
Alpha 2.1% -

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Fund Managers

Scheme Name Invesco India Dynamic Equity Fund - Growth 360 ONE Balanced Hybrid Fund Regular - Growth
Name Amit Ganatra Milan Mody
Total AUM ₹23585 Cr ₹1997 Cr
Fund Manage 5 3
Invesco India Dynamic Equity Fund - Growth 360 ONE Balanced Hybrid Fund Regular - Growth

Market Cap

Scheme Name

Invesco India Dynamic Equity Fund - Growth

360 ONE Balanced Hybrid Fund Regular - Growth

Others 36.75064 60.31628
Large Cap 49.88166 19.84025
Mid Cap 9.68415 9.6748
Small Cap 3.68351 10.16866

Sector Allocation

Scheme Name

Invesco India Dynamic Equity Fund - Growth

360 ONE Balanced Hybrid Fund Regular - Growth

Others 34.70395 60.31628
Communication Services 2.04669 2.94151
Energy 4.57168 -
Industrials 10.14312 5.26388
Technology 10.70674 6.34425
Consumer Cyclical 7.94119 7.10071
Financial Services 13.66658 11.73512
Healthcare 8.59218 3.54667
Utilities 2.98342 0.44307
Basic Materials 1.6753 1.67073
Consumer Defensive 1.97588 0.63777
Real Estate 0.99323 -

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