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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

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 0.77% 0.8%
Beta 0.31% 0.25%
Alpha 3.3% 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 37.61 21.37
Large Cap 52.05 56.06
Mid Cap 5.82 9.03
Small Cap 4.52 3.01

Sector Allocation

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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