HDFC Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

Overview

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Invesco India Dynamic Equity Fund - Growth
Fund	HDFC Balanced Advantage Fund - Growth Plan	Invesco India Dynamic Equity Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹89878 Cr	₹770 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	01 Feb 1994	04 Oct 2007
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	21.38%	173%
Expense Ratio	1.36	2.2
Manager	Anil Bamboli	Amit Ganatra
ISIN Code	INF179K01830	INF205K01213
Exits Load	Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365	Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months./365

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Invesco India Dynamic Equity Fund - Growth
1 Month	-1.4%	-2.76%
6 Month	8.58%	7.39%
1 Year	29.35%	21.92%
3 Year	20.46%	11.24%
5 Year	20.15%	11.58%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Invesco India Dynamic Equity Fund - Growth
6 Month	-	-
1 Year	16.47%	15.7%
3 Year	24.5%	16.99%
5 Year	24.5%	14.61%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Invesco India Dynamic Equity Fund - Growth
1 Year	18.18%	11.36%
3 Year	15.79%	10.69%
5 Year	14.82%	10.78%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Invesco India Dynamic Equity Fund - Growth
Standard Deviation	9.4%	7.47%
Sharp	1.72%	0.7%
Beta	0.99%	1.01%
Alpha	11.94%	3.08%

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Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Invesco India Dynamic Equity Fund - Growth
Name	Anil Bamboli	Amit Ganatra
Total AUM	₹135442 Cr	₹23585 Cr
Fund Manage	12	5
	HDFC Balanced Advantage Fund - Growth Plan	Invesco India Dynamic Equity Fund - Growth

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Invesco India Dynamic Equity Fund - Growth
Others	34.85	37.61
Large Cap	51.6	52.05
Small Cap	7.44	4.52
Mid Cap	6.11	5.82

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Invesco India Dynamic Equity Fund - Growth
Others	33.27	19.86
Telecom - Services	2.17	-
Petroleum Products	4.65	-
Electrical Equipment	0.62	-
IT - Software	4.11	-
Pharmaceuticals & Biotechnology	3.16	-
Industrial Manufacturing	1.87	-
Cement & Cement Products	0.13	-
Transport Services	0.15	-
Construction	4.33	1.02
Finance	4.33	-
Ferrous Metals	0.26	-
Consumer Durables	0.45	-
Banks	16.75	-
Diversified FMCG	2.39	-
Non - Ferrous Metals	0.12	-
Realty	1.28	-
Agricultural, Commercial & Construction Vehicles	0.69	-
Leisure Services	0.06	-
Automobiles	2.62	-
Aerospace & Defense	2.96	-
Power	4.33	-
Insurance	0.8	0.95
Personal Products	0.01	-
Gas	1	-
Entertainment	0.15	-
Agricultural Food & other Products	0.01	-
Diversified Metals	0.28	-
Oil	0.39	-
Food Products	0.12	-
Chemicals & Petrochemicals	0.2	-
Capital Markets	0.08	-
Metals & Minerals Trading	0.09	-
Healthcare Services	0.17	-
Auto Components	0.97	-
Industrial Products	0.27	-
Transport Infrastructure	0.96	-
Consumable Fuels	3.64	-
Financial Technology (Fintech)	0.04	-
Fertilizers & Agrochemicals	0.09	-
Retailing	0.03	-
Financial	-	15.61
Energy	-	3.18
Technology	-	4.63
Sovereign	-	6.8
Materials	-	1.87
Communication	-	1.74
Capital Goods	-	7.14
Healthcare	-	7.72
Automobile	-	3.24
Services	-	5.46
Consumer Staples	-	1.27
Consumer Discretionary	-	2.14
Metals & Mining	-	1.63
Unclassified	-	15.74