Edelweiss Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare
Invesco India Dynamic Equity Fund - Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart 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 | 3.18% | 1.64% |
| 6 Month | 14.67% | 12.89% |
| 1 Year | 26.53% | 27.65% |
| 3 Year | 12.85% | 13.4% |
| 5 Year | 13.32% | 16.98% |
| 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 | 12.53% | 15.85% |
| 3 Year | 31.95% | 37.08% |
| 5 Year | 44.68% | 51.45% |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.47% | 7.27% |
| Sharp | 0.76% | 0.93% |
| Beta | 1.03% | 0.95% |
| Alpha | 2.54% | 2.64% |
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| 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 |
| 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 |
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