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
Overview
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 | Very High |
Asset Size (Cr) | ₹2193 Cr | ₹935 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 | 2.04 | 2.15 |
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 |
Trailing Lumpsum Returns
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
1 Month | 4.4% | 3.29% |
6 Month | -1.15% | -3.45% |
1 Year | 8.83% | 7.03% |
3 Year | 9.26% | 11.66% |
5 Year | 12.8% | 14.48% |
SIP Return Analysis
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
6 Month | 0.99% | -0.94% |
1 Year | 2.52% | -1.58% |
3 Year | 10.9% | 12.17% |
5 Year | 10.01% | 11.72% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
1 Year | 9.02% | 11.45% |
3 Year | 8.54% | 10.8% |
5 Year | 8.78% | 10.87% |
Risk Management
Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Standard Deviation | 7.606% | 7.47% |
Sharp | 0.199% | 0.5% |
Beta | - | 1.04% |
Alpha | - | 1.87% |
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Fund Managers
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 |
Funds Managed | 19 | 5 |
BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
Market Cap
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Others | 16.93 | 38.08 |
Large Cap | 63.97 | 51.65 |
Small Cap | 11.1 | 2.02 |
Mid Cap | 8 | 8.26 |
Sector Allocation
Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Others | 16.17 | 35.78 |
Communication Services | 4.98 | 2.29 |
Energy | 3.15 | 4.41 |
Technology | 12.95 | 10.19 |
Financial Services | 25.51 | 15.2 |
Basic Materials | 6.1 | 1.67 |
Industrials | 4.74 | 8.83 |
Consumer Cyclical | 9.51 | 8.67 |
Consumer Defensive | 6.86 | 1.99 |
Healthcare | 7.43 | 8.82 |
Utilities | 1.15 | 1.31 |
Real Estate | 1.46 | 0.84 |
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