Edelweiss Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

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tortoise-icon Invesco India Dynamic Equity Fund - Growth

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tortoise-icon Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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 Moderately High Very High
Asset Size (Cr) ₹905 Cr ₹12306 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 2.16 1.69
Manager Amit Ganatra Rahul Dedhia
ISIN Code INF205K01213 INF754K01285
Exits Load Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month -3.78% -2.08%
6 Month -0.45% -2.38%
1 Year 11.44% 9.93%
3 Year 11.29% 10.08%
5 Year 11.19% 14.06%

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 6.22% 2.96%
3 Year 14.69% 12.75%
5 Year 13.42% 13.31%

Rolling Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 11.36% 9.63%
3 Year 10.69% 11.61%
5 Year 10.78% 11.18%

Risk Management

Scheme Name Invesco India Dynamic Equity Fund - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation 7.47% 7.27%
Sharp 0.74% 0.8%
Beta 1% 0.25%
Alpha 3.82% 3.73%

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Fund Managers

Scheme 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

Market Cap

Scheme Name

Invesco India Dynamic Equity Fund - Growth

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 33.34 21.37
Small Cap 4.9 3.01
Large Cap 51.99 56.06
Mid Cap 9.77 9.03

Sector Allocation

Scheme Name

Invesco India Dynamic Equity Fund - Growth

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 33.34 17.38
Cement & Cement Products 0.71 -
Telecom - Services 1.93 -
Petroleum Products 4.97 -
Electrical Equipment 2.2 -
IT - Software 11.39 -
Construction 6.34 3.56
Finance 2.4 -
Healthcare Services 2.38 -
Retailing 3.46 -
Banks 11.94 -
Pharmaceuticals & Biotechnology 5.95 -
Automobiles 2.42 -
Insurance 0.9 0.35
Beverages 0.99 -
Aerospace & Defense 1.17 -
Consumer Durables 2.85 -
Industrial Products 0.53 -
Realty 0.97 -
Fertilizers & Agrochemicals 0.71 -
Transport Services 0.68 -
Power 1.77 -
Energy - 9.3
Automobile - 6.09
Textiles - 0.32
Healthcare - 3.69
Financial - 24.14
Technology - 4.66
Metals & Mining - 2.56
Capital Goods - 2.16
Materials - 2.32
Services - 2.94
Sovereign - 2.27
Consumer Staples - 3.96
Chemicals - 0.82
Communication - 2.95

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