- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
HDFC Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare
HDFC Balanced Advantage Fund - Growth Plan
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | 4.92% | 3.93% |
| 6 Month | -4.75% | -4.96% |
| 1 Year | 8.6% | 7.21% |
| 3 Year | 19.75% | 11.76% |
| 5 Year | 26.67% | 15.47% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | -1.26% | -3.03% |
| 1 Year | -2.02% | -2.41% |
| 3 Year | 17.92% | 12.19% |
| 5 Year | 20.87% | 11.85% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 9.701% | 7.47% |
| Sharp | 1.207% | 0.54% |
| Beta | - | 1.05% |
| Alpha | - | 1.84% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| 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 |
| Funds Managed | 12 | 5 |
| HDFC Balanced Advantage Fund - Growth Plan | Invesco India Dynamic Equity Fund - Growth |
Market Cap
| Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 45.54 | 36.75 |
| Large Cap | 52.58 | 49.88 |
| Small Cap | 6.1 | 3.68 |
| Mid Cap | 6.45 | 9.68 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 43.92 | 34.7 |
| Communication Services | 2.71 | 2.05 |
| Energy | 7.4 | 4.57 |
| Technology | 5.37 | 10.71 |
| Industrials | 8.87 | 10.14 |
| Basic Materials | 2 | 1.68 |
| Financial Services | 22.36 | 13.67 |
| Consumer Cyclical | 5.5 | 7.94 |
| Consumer Defensive | 2.65 | 1.98 |
| Real Estate | 1.44 | 0.99 |
| Healthcare | 4.17 | 8.59 |
| Utilities | 4.3 | 2.98 |
Top Comparisons
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns6.16%
HSBC Short Duration Fund - Regular Growth
3Y Returns6.08%
SBI Flexicap Fund - REGULAR PLAN -Growth Option
3Y Returns10.35%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns11.77%
SBI Magnum Midcap Fund - Regular Plan - Growth
3Y Returns17.17%
Aditya Birla Sun Life MidCap Fund-Growth
3Y Returns15.59%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns21.37%
LIC MF Infrastructure Fund-Growth
3Y Returns24.31%
