Axis Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare
Invesco India Dynamic Equity Fund - Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹770 Cr | ₹2323 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 04 Oct 2007 | 07 Aug 2017 |
| 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 | 173% | 24% |
| Expense Ratio | 2.2 | 2.03 |
| Manager | Amit Ganatra | Hardik Shah |
| ISIN Code | INF205K01213 | INF846K01A52 |
| Exits Load | Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.14% | 1.45% |
| 6 Month | 11.47% | 14.11% |
| 1 Year | 27.01% | 30.3% |
| 3 Year | 12.53% | 13.03% |
| 5 Year | 13.4% | 13.14% |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.82% | 12.57% |
| 3 Year | 25.99% | 26.75% |
| 5 Year | 41.3% | 41.86% |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.53% | 12.56% |
| 3 Year | 31.95% | 32.12% |
| 5 Year | 44.68% | 45.81% |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.47% | 7.39% |
| Sharp | 0.85% | 0.89% |
| Beta | 0.97% | 0.98% |
| Alpha | 2.14% | 2.31% |
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| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Amit Ganatra | Hardik Shah |
| Total AUM | ₹23585 Cr | ₹0 Cr |
| Fund Manage | 5 | 12 |
| Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 37.61 | 35.88 |
| Large Cap | 52.05 | 51.36 |
| Mid Cap | 5.82 | 7.43 |
| Small Cap | 4.52 | 5.34 |
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 19.86 | 9.94 |
| Unclassified | 15.74 | - |
| Financial | 15.61 | 28.95 |
| Technology | 4.63 | 4.95 |
| Energy | 3.18 | 7.6 |
| Sovereign | 6.8 | 11.61 |
| Capital Goods | 7.14 | 4.12 |
| Healthcare | 7.72 | 5.51 |
| Services | 5.46 | 1.28 |
| Construction | 1.02 | 3.68 |
| Communication | 1.74 | 4.05 |
| Automobile | 3.24 | 6.85 |
| Consumer Discretionary | 2.14 | - |
| Materials | 1.87 | 1.96 |
| Metals & Mining | 1.63 | 1.01 |
| Insurance | 0.95 | 2.43 |
| Consumer Staples | 1.27 | 3.53 |
| Chemicals | - | 2.54 |
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