BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Invesco India Dynamic Equity Fund compare
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Fund | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹1115 Cr | ₹770 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 07 Dec 2023 | 04 Oct 2007 |
| 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% |
| Expense Ratio | 2.13 | 2.2 |
| Manager | Siddharth Chaudhary | Amit Ganatra |
| ISIN Code | INF0QA701680 | INF205K01213 |
| Exits Load | Exit Load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months./365 | Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months./365 |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | -2.68% | -2.76% |
| 6 Month | 5.8% | 7.39% |
| 1 Year | - | 21.92% |
| 3 Year | - | 11.24% |
| 5 Year | - | 11.58% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 15.7% |
| 3 Year | - | 16.99% |
| 5 Year | - | 14.61% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | - | 11.36% |
| 3 Year | - | 10.69% |
| 5 Year | - | 10.78% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | - | 7.47% |
| Sharp | - | 0.7% |
| Beta | - | 1.01% |
| Alpha | - | 3.08% |
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| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Name | Siddharth Chaudhary | Amit Ganatra |
| Total AUM | ₹7136 Cr | ₹23585 Cr |
| Fund Manage | 8 | 5 |
| BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 22.5 | 37.61 |
| Large Cap | 74.19 | 52.05 |
| Small Cap | 1.19 | 4.52 |
| Mid Cap | 2.1 | 5.82 |
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 12.74 | 19.86 |
| Technology | 2.51 | 4.63 |
| Sovereign | 7.24 | 6.8 |
| Financial | 20.95 | 15.61 |
| Energy | 7.94 | 3.18 |
| Construction | 3.83 | 1.02 |
| Metals & Mining | 4.85 | 1.63 |
| Materials | 3.27 | 1.87 |
| Consumer Staples | 12.45 | 1.27 |
| Healthcare | 6.93 | 7.72 |
| Automobile | 5.97 | 3.24 |
| Capital Goods | 3.49 | 7.14 |
| Insurance | 0.23 | 0.95 |
| Consumer Discretionary | 0.97 | 2.14 |
| Communication | 4.03 | 1.74 |
| Diversified | 1.93 | - |
| Services | 0.65 | 5.46 |
| Unclassified | - | 15.74 |
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