Edelweiss Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

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Invesco India Dynamic Equity Fund - Growth

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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	Very High Risk	Very High Risk
Asset Size (Cr)	₹935 Cr	₹12238 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	2.15	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

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	-2.17%	-2.04%
6 Month	-4.22%	-6.2%
1 Year	6.93%	4.34%
3 Year	11.32%	9.88%
5 Year	10.15%	13.2%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	-0.51%	-4.26%
3 Year	12.32%	10.12%
5 Year	11.96%	11.57%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	11.45%	9.77%
3 Year	10.8%	11.52%
5 Year	10.87%	11.23%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	7.47%	8.045%
Sharp	0.6%	0.5%
Beta	1.02%	-
Alpha	2.1%	-

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

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