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Aditya Birla Sun Life Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

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tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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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 Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Invesco India Dynamic Equity Fund - Growth
Fund Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Invesco India Dynamic Equity Fund - Growth
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹7239 Cr ₹935 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 23 May 2000 04 Oct 2007
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate TRI NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 240% 173%
Expense Ratio 1.8 2.15
Manager Lovelish Solanki Amit Ganatra
ISIN Code INF084M01AB8 INF205K01213
Exits Load Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 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 Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Invesco India Dynamic Equity Fund - Growth
1 Month 4.65% 3.29%
6 Month -1.06% -3.45%
1 Year 10.97% 7.05%
3 Year 11.61% 11.67%
5 Year 15.57% 14.47%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Invesco India Dynamic Equity Fund - Growth
6 Month -0.6% -3.33%
1 Year -1.3% -5.83%
3 Year 10.58% 10.46%
5 Year 11.02% 10.67%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Invesco India Dynamic Equity Fund - Growth
1 Year 11.38% 11.45%
3 Year 11.47% 10.8%
5 Year 11.16% 10.87%

Risk Management

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Invesco India Dynamic Equity Fund - Growth
Standard Deviation 6.2% 7.47%
Sharp 0.51% 0.5%
Beta 0.97% 1.04%
Alpha 1.72% 1.87%

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Fund Managers

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Invesco India Dynamic Equity Fund - Growth
Name Lovelish Solanki Amit Ganatra
Total AUM ₹14756 Cr ₹23585 Cr
Funds Managed 2 5
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Invesco India Dynamic Equity Fund - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Invesco India Dynamic Equity Fund - Growth

Others 24.06 38.08
Large Cap 48.66 51.65
Mid Cap 15.42 8.26
Small Cap 4.32 2.02

Sector Allocation

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Invesco India Dynamic Equity Fund - Growth

Others 19.59 35.78
Telecom - Services 1.65 -
Petroleum Products 4.64 -
Electrical Equipment 1.48 -
IT - Software 6 -
Cement & Cement Products 1.57 -
Personal Products 1.83 -
Construction 1.84 -
Finance 5.05 -
Retailing 2.5 -
Banks 14.92 -
Diversified FMCG 0.94 -
Pharmaceuticals & Biotechnology 3.48 -
Non - Ferrous Metals 1.56 -
Realty 2.67 -
Healthcare Services 0.96 -
Aerospace & Defense 0.28 -
Auto Components 3.04 -
Ferrous Metals 1.38 -
Automobiles 1.59 -
Industrial Products 1.44 -
Insurance 2.47 -
Consumer Durables 1.35 -
Transport Infrastructure 1.89 -
Diversified Metals 0.66 -
Oil 0.58 -
Power 2.26 -
Fertilizers & Agrochemicals 0.53 -
Leisure Services 0.4 -
Metals & Minerals Trading 0.13 -
Consumable Fuels 0.31 -
Minerals & Mining 0.58 -
Transport Services 0.66 -
Chemicals & Petrochemicals 0.83 -
Beverages 1.4 -
Communication Services - 2.29
Energy - 4.41
Technology - 10.19
Industrials - 8.83
Financial Services - 15.2
Healthcare - 8.82
Consumer Cyclical - 8.67
Utilities - 1.31
Basic Materials - 1.67
Consumer Defensive - 1.99
Real Estate - 0.84

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