BANDHAN Balanced Advantage Fund Regular Plan Growth vs Invesco India Dynamic Equity Fund compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Fund | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹2268 Cr | ₹905 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Oct 2014 | 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 | 24% | 173% |
| Expense Ratio | 2.01 | 2.16 |
| Manager | Ritika Behera | Amit Ganatra |
| ISIN Code | INF194KA1UE8 | INF205K01213 |
| Exits Load | Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | -2.61% | -3.78% |
| 6 Month | 0.2% | -0.45% |
| 1 Year | 10.63% | 11.44% |
| 3 Year | 8.13% | 11.29% |
| 5 Year | 10.08% | 11.19% |
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.21% | 6.22% |
| 3 Year | 11.58% | 14.69% |
| 5 Year | 10.88% | 13.42% |
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 8.89% | 11.36% |
| 3 Year | 8.51% | 10.69% |
| 5 Year | 8.42% | 10.78% |
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 6.89% | 7.47% |
| Sharp | 0.48% | 0.74% |
| Beta | 0.84% | 1% |
| Alpha | -0.51% | 3.82% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Name | Ritika Behera | Amit Ganatra |
| Total AUM | ₹43013 Cr | ₹23585 Cr |
| Fund Manage | 19 | 5 |
| BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | -21.01 | 33.34 |
| Large Cap | 64.36 | 51.99 |
| Small Cap | 8.27 | 4.9 |
| Mid Cap | 9.73 | 9.77 |
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | -21.01 | 33.34 |
| Telecom - Services | 3.83 | 1.93 |
| Realty | 1.43 | 0.97 |
| Petroleum Products | 3.2 | 4.97 |
| IT - Software | 9.6 | 11.39 |
| Capital Markets | 0.92 | - |
| Cement & Cement Products | 1.03 | 0.71 |
| Construction | 2.69 | 6.34 |
| Ferrous Metals | 0.85 | - |
| Retailing | 4.71 | 3.46 |
| Finance | 8.63 | 2.4 |
| Diversified FMCG | 2.42 | - |
| Banks | 14.55 | 11.94 |
| Pharmaceuticals & Biotechnology | 4.45 | 5.95 |
| Auto Components | 1.27 | - |
| Industrial Manufacturing | 0.37 | - |
| Electrical Equipment | 1.73 | 2.2 |
| Automobiles | 4.93 | 2.42 |
| Personal Products | 1.39 | - |
| Transport Services | 0.78 | 0.68 |
| Gas | 0.53 | - |
| Beverages | 2.55 | 0.99 |
| Diversified Metals | 1.19 | - |
| Oil | 0.29 | - |
| Entertainment | 0.1 | - |
| Aerospace & Defense | 0.59 | 1.17 |
| Consumer Durables | 0.64 | 2.85 |
| Healthcare Services | 2.19 | 2.38 |
| Food Products | 0.11 | - |
| Power | 1.74 | 1.77 |
| Chemicals & Petrochemicals | 0.37 | - |
| Fertilizers & Agrochemicals | 0.47 | 0.71 |
| Insurance | 1.42 | 0.9 |
| Leisure Services | 0.37 | - |
| Financial Technology (Fintech) | 1.02 | - |
| Industrial Products | - | 0.53 |
Top Comparisons
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns18.73%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns12.63%
Axis Small Cap Fund - Regular Plan - Growth
3Y Returns16.98%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns16.76%
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns13.49%
DSP Equity Opportunities Fund-Regular Plan - Growth
3Y Returns17.47%
Franklin India Floating Rate Fund - Growth Plan
3Y Returns6.61%
Kotak Floating Rate Fund-Regular Plan-Growth Option
3Y Returns6.36%