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 | Moderately High |
| Asset Size (Cr) | ₹1308 Cr | ₹905 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 | 2.08 | 2.16 |
| 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 |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | -0.11% | 2.64% |
| 6 Month | -1.51% | 6.2% |
| 1 Year | - | 16.96% |
| 3 Year | - | 13.46% |
| 5 Year | - | 12.02% |
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 14.62% |
| 3 Year | - | 17.42% |
| 5 Year | - | 15.02% |
| 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 | - | 0.81% |
| Beta | - | 1.01% |
| Alpha | - | 3.44% |
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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 | 21.89 | 33.34 |
| Large Cap | 70.85 | 51.99 |
| Mid Cap | 5.89 | 9.77 |
| Small Cap | 1.37 | 4.9 |
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 21.89 | 33.34 |
| Petroleum Products | 8.34 | 4.97 |
| IT - Software | 10.01 | 11.39 |
| Personal Products | 1.4 | - |
| Construction | 2.59 | 6.34 |
| Ferrous Metals | 2.32 | - |
| Consumer Durables | 1.21 | 2.85 |
| Diversified FMCG | 4.75 | - |
| Non - Ferrous Metals | 1.24 | - |
| Banks | 17.18 | 11.94 |
| Pharmaceuticals & Biotechnology | 8.41 | 5.95 |
| Cement & Cement Products | 2.61 | 0.71 |
| Automobiles | 4.81 | 2.42 |
| Electrical Equipment | 0.22 | 2.2 |
| Insurance | 0.9 | 0.9 |
| Agricultural Food & other Products | 1.9 | - |
| Oil | 0.31 | - |
| Food Products | 2.05 | - |
| Power | 1.21 | 1.77 |
| Finance | 1.78 | 2.4 |
| Telecom - Services | 2.21 | 1.93 |
| Healthcare Services | 0.31 | 2.38 |
| Beverages | 1.38 | 0.99 |
| Retailing | 0.97 | 3.46 |
| Aerospace & Defense | - | 1.17 |
| Industrial Products | - | 0.53 |
| Realty | - | 0.97 |
| Fertilizers & Agrochemicals | - | 0.71 |
| Transport Services | - | 0.68 |
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