HDFC Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

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HDFC Balanced Advantage Fund - Growth Plan

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Invesco India Dynamic Equity Fund - Growth

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Chart Comparison

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

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 Risk	Very High Risk
Asset Size (Cr)	₹94251 Cr	₹935 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	11 Sep 2000	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	1.35	2.15
Manager	Anil Bamboli	Amit Ganatra
ISIN Code	INF179K01830	INF205K01213
Exits Load	HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Invesco India Dynamic Equity Fund - Growth
1 Month	-2.13%	-2.17%
6 Month	-6.1%	-4.22%
1 Year	6.23%	6.93%
3 Year	19.44%	11.32%
5 Year	19.02%	10.15%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Invesco India Dynamic Equity Fund - Growth
6 Month	-	-
1 Year	-2.88%	-1.92%
3 Year	17.55%	11.87%
5 Year	20.93%	11.87%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Invesco India Dynamic Equity Fund - Growth
1 Year	18.17%	11.45%
3 Year	15.89%	10.8%
5 Year	14.91%	10.87%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Invesco India Dynamic Equity Fund - Growth
Standard Deviation	9.475%	7.47%
Sharp	1.292%	0.6%
Beta	-	1.02%
Alpha	-	2.1%

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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	46.37	33.34
Large Cap	54.24	51.99
Small Cap	7.04	4.9
Mid Cap	6.84	9.77

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Invesco India Dynamic Equity Fund - Growth
Others	46.37	33.34
Telecom - Services	2.55	1.93
Petroleum Products	4.95	4.97
Electrical Equipment	0.68	2.2
IT - Software	4.29	11.39
Pharmaceuticals & Biotechnology	4.04	5.95
Industrial Manufacturing	1.49	-
Cement & Cement Products	0.19	0.71
Transport Services	0.53	0.68
Construction	4.24	6.34
Finance	4.25	2.4
Ferrous Metals	0.49	-
Consumer Durables	0.31	2.85
Banks	18.34	11.94
Diversified FMCG	2.77	-
Non - Ferrous Metals	0.12	-
Realty	1.36	0.97
Agricultural, Commercial & Construction Vehicles	0.65	-
Leisure Services	0.06	-
Automobiles	3.27	2.42
Aerospace & Defense	1.44	1.17
Power	4.23	1.77
Insurance	0.84	0.9
Personal Products	0.01	-
Gas	0.78	-
Agricultural Food & other Products	0.04	-
Diversified Metals	0.02	-
Oil	0.26	-
Food Products	0.08	-
Entertainment	0.11	-
Industrial Products	0.34	0.53
Auto Components	0.88	-
Chemicals & Petrochemicals	0.37	-
Capital Markets	0.1	-
Metals & Minerals Trading	0.1	-
Healthcare Services	0.23	2.38
Transport Infrastructure	0.87	-
Consumable Fuels	2.66	-
Financial Technology (Fintech)	0.05	-
Minerals & Mining	0.01	-
Fertilizers & Agrochemicals	0.09	0.71
Retailing	0.03	3.46
Beverages	-	0.99