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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
Overview
| 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) | ₹1278 Cr | ₹935 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 08 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 | 2.09 | 2.15 |
| Manager | Siddharth Chaudhary | Amit Ganatra |
| ISIN Code | INF0QA701680 | INF205K01213 |
| Exits Load | Bajaj Finserv Balanced Advantage - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 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 | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | 5.11% | 3.89% |
| 6 Month | -7.93% | -5.47% |
| 1 Year | 1.85% | 7.17% |
| 3 Year | - | 12.08% |
| 5 Year | - | 15.28% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | -1.71% | -3.03% |
| 1 Year | -5.15% | -2.41% |
| 3 Year | - | 12.19% |
| 5 Year | - | 11.85% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 5.39% | 11.45% |
| 3 Year | - | 10.8% |
| 5 Year | - | 10.87% |
Risk Management
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | - | 7.47% |
| Sharp | - | 0.54% |
| Beta | - | 1.05% |
| Alpha | - | 1.84% |
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Fund Managers
| 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 |
| Funds Managed | 8 | 5 |
| BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
Market Cap
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 15.51 | 36.75 |
| Large Cap | 81.32 | 49.88 |
| Small Cap | 2.14 | 3.68 |
| Mid Cap | 1.02 | 9.68 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 15 | 34.7 |
| Energy | 7.2 | 4.57 |
| Technology | 12.57 | 10.71 |
| Consumer Defensive | 10.31 | 1.98 |
| Industrials | 5.44 | 10.14 |
| Basic Materials | 6.39 | 1.68 |
| Financial Services | 21.41 | 13.67 |
| Healthcare | 10.13 | 8.59 |
| Consumer Cyclical | 6.55 | 7.94 |
| Communication Services | 3.46 | 2.05 |
| Utilities | 1.53 | 2.98 |
| Real Estate | - | 0.99 |
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