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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 5.34% 3.89%
6 Month -4.29% -5.47%
1 Year 10.24% 7.17%
3 Year 11.72% 12.08%
5 Year 16.95% 15.28%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Invesco India Dynamic Equity Fund - Growth
6 Month 0.28% -1.74%
1 Year 2.16% -1.43%
3 Year 12.09% 12.43%
5 Year 12.1% 11.98%

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 0.49% 0.54%
Beta 0.94% 1.05%
Alpha 1.14% 1.84%

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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 35.45 36.75
Large Cap 46.21 49.88
Mid Cap 14.07 9.68
Small Cap 4.27 3.68

Sector Allocation

Scheme Name

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

Invesco India Dynamic Equity Fund - Growth

Others 30.05 34.7
Communication Services 1.9 2.05
Energy 6.22 4.57
Industrials 9.12 10.14
Technology 6.36 10.71
Basic Materials 6.73 1.68
Consumer Defensive 4.34 1.98
Financial Services 19.46 13.67
Consumer Cyclical 6.79 7.94
Healthcare 4.44 8.59
Real Estate 2.03 0.99
Utilities 2.55 2.98

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