Axis Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

Invesco India Dynamic Equity Fund - Growth

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Axis Balanced Advantage Fund - Regular Plan - Growth

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Overview

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	Moderately High	Very High
Asset Size (Cr)	₹905 Cr	₹2547 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	04 Oct 2007	01 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	2.16	2.01
Manager	Amit Ganatra	Hardik Shah
ISIN Code	INF205K01213	INF846K01A52
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	Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	2.23%	1.2%
6 Month	6.01%	5.36%
1 Year	18.1%	18.86%
3 Year	14.2%	12.26%
5 Year	11.89%	12.28%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	14.62%	14.35%
3 Year	17.42%	17.2%
5 Year	15.02%	14.68%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	11.36%	7.63%
3 Year	10.69%	9.65%
5 Year	10.78%	8.02%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	7.47%	7.39%
Sharp	0.81%	0.89%
Beta	1.01%	0.98%
Alpha	3.44%	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	33.34	18.35
Small Cap	4.9	6.52
Large Cap	51.99	53.62
Mid Cap	9.77	8.15

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	33.34	18.35
Cement & Cement Products	0.71	1.08
Telecom - Services	1.93	2.46
Petroleum Products	4.97	4.54
Electrical Equipment	2.2	0.79
IT - Software	11.39	6.38
Construction	6.34	2.97
Finance	2.4	4.42
Healthcare Services	2.38	1.63
Retailing	3.46	0.65
Banks	11.94	14.48
Pharmaceuticals & Biotechnology	5.95	4.91
Automobiles	2.42	5.31
Insurance	0.9	2.9
Beverages	0.99	0.53
Aerospace & Defense	1.17	0.99
Consumer Durables	2.85	0.22
Industrial Products	0.53	0.71
Realty	0.97	0.45
Fertilizers & Agrochemicals	0.71	0.8
Transport Services	0.68	0.03
Power	1.77	2.35
Personal Products	-	0.77
Capital Markets	-	0.02
Diversified FMCG	-	0.66
Non - Ferrous Metals	-	0.77
Auto Components	-	0.45
Ferrous Metals	-	0.19
Gas	-	0.14
IT - Services	-	0.08
Agricultural Food & other Products	-	0.64
Diversified Metals	-	0.46
Oil	-	0.54
Food Products	-	0.04
Chemicals & Petrochemicals	-	1.32
Household Products	-	0.73
Consumable Fuels	-	0.87
Industrial Manufacturing	-	1.45
Leisure Services	-	0.56