Edelweiss Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare
Invesco India Dynamic Equity Fund - Growth
Invest NowEdelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Invest NowChart Comparison
Scheme Name | Invesco India Dynamic Equity Fund - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Invesco India Dynamic Equity Fund - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹770 Cr | ₹11715 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 04 Oct 2007 | 20 Aug 2009 |
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% | 81% |
Expense Ratio | 2.2 | 1.7 |
Manager | Amit Ganatra | Rahul Dedhia |
ISIN Code | INF205K01213 | INF754K01285 |
Exits Load | Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./365 |
Scheme Name | Invesco India Dynamic Equity Fund - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -2.46% | -2.98% |
6 Month | 7.79% | 8.79% |
1 Year | 26.16% | 24.1% |
3 Year | 12.27% | 11.22% |
5 Year | 11.71% | 15.71% |
Scheme Name | Invesco India Dynamic Equity Fund - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 10.82% | 11.59% |
3 Year | 25.99% | 26.05% |
5 Year | 41.3% | 48.37% |
Scheme Name | Invesco India Dynamic Equity Fund - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.36% | 9.66% |
3 Year | 10.72% | 11.65% |
5 Year | 10.79% | 11.17% |
Scheme Name | Invesco India Dynamic Equity Fund - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 7.47% | 7.27% |
Sharp | 0.77% | 0.8% |
Beta | 0.31% | 0.25% |
Alpha | 3.3% | 3.73% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme Name | Invesco India Dynamic Equity Fund - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Name | Amit Ganatra | Rahul Dedhia |
Total AUM | ₹23585 Cr | ₹31988 Cr |
Fund Manage | 5 | 10 |
Invesco India Dynamic Equity Fund - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 37.61 | 21.37 |
Large Cap | 52.05 | 56.06 |
Mid Cap | 5.82 | 9.03 |
Small Cap | 4.52 | 3.01 |
Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 19.86 | 17.38 |
Financial | 15.61 | 24.14 |
Energy | 3.18 | 9.3 |
Construction | 1.02 | 3.56 |
Technology | 4.63 | 4.66 |
Sovereign | 6.8 | 2.27 |
Materials | 1.87 | 2.32 |
Communication | 1.74 | 2.95 |
Capital Goods | 7.14 | 2.16 |
Healthcare | 7.72 | 3.69 |
Automobile | 3.24 | 6.09 |
Services | 5.46 | 2.94 |
Insurance | 0.95 | 0.35 |
Consumer Staples | 1.27 | 3.96 |
Consumer Discretionary | 2.14 | - |
Metals & Mining | 1.63 | 2.56 |
Unclassified | 15.74 | - |
Textiles | - | 0.32 |
Chemicals | - | 0.82 |
Top Comparisons
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns22.98%
BANDHAN Nifty 50 Index Fund - Regular Plan - Growth
3Y Returns15.15%
ICICI Prudential Liquid Fund - Growth
3Y Returns5.92%
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns6.22%
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns6.22%
Tata Liquid Fund -Regular Plan - Growth Option
3Y Returns5.9%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns15.12%
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
3Y Returns18.87%