Axis Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

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Invesco India Dynamic Equity Fund - Growth

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Axis Balanced Advantage Fund - Regular Plan - 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	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)	₹935 Cr	₹2652 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	2.15	2
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	1.26%	2.14%
6 Month	-2.68%	0.39%
1 Year	8.09%	14.41%
3 Year	11.94%	13.77%
5 Year	14.97%	14.54%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	-0.94%	1.72%
1 Year	-1.58%	5.13%
3 Year	12.17%	15.19%
5 Year	11.72%	13.32%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	11.45%	8.22%
3 Year	10.8%	9.95%
5 Year	10.87%	8.8%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	7.47%	8.096%
Sharp	0.5%	0.607%
Beta	1.04%	-
Alpha	1.87%	-

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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
Funds Managed	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	38.08	34.05
Large Cap	51.65	56.4
Mid Cap	8.26	5.5
Small Cap	2.02	4.04

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	35.78	32.81
Communication Services	2.29	3.08
Energy	4.41	7.7
Technology	10.19	6.58
Industrials	8.83	5.28
Financial Services	15.2	21.88
Healthcare	8.82	5.99
Consumer Cyclical	8.67	7.77
Utilities	1.31	1.99
Basic Materials	1.67	3.97
Consumer Defensive	1.99	2.51
Real Estate	0.84	0.43