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Invesco India Dynamic Equity Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹7239 Cr | ₹935 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 May 2000 | 04 Oct 2007 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 240% | 173% |
| Expense Ratio | 1.8 | 2.15 |
| Manager | Lovelish Solanki | Amit Ganatra |
| ISIN Code | INF084M01AB8 | INF205K01213 |
| Exits Load | Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 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 | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | 5.34% | 3.89% |
| 6 Month | -4.29% | -5.47% |
| 1 Year | 10.24% | 7.17% |
| 3 Year | 11.73% | 12.1% |
| 5 Year | 16.95% | 15.28% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 0.31% | -3.03% |
| 1 Year | 2.16% | -2.41% |
| 3 Year | 12.26% | 12.19% |
| 5 Year | 12.19% | 11.85% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 11.38% | 11.45% |
| 3 Year | 11.47% | 10.8% |
| 5 Year | 11.16% | 10.87% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 6.2% | 7.47% |
| Sharp | 0.49% | 0.54% |
| Beta | 0.94% | 1.05% |
| Alpha | 1.14% | 1.84% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Name | Lovelish Solanki | Amit Ganatra |
| Total AUM | ₹14756 Cr | ₹23585 Cr |
| Funds Managed | 2 | 5 |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 35.45 | 36.75 |
| Large Cap | 46.21 | 49.88 |
| Mid Cap | 14.07 | 9.68 |
| Small Cap | 4.27 | 3.68 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 30.05 | 34.7 |
| Communication Services | 1.9 | 2.05 |
| Energy | 6.22 | 4.57 |
| Industrials | 9.12 | 10.14 |
| Technology | 6.36 | 10.71 |
| Basic Materials | 6.73 | 1.68 |
| Consumer Defensive | 4.34 | 1.98 |
| Financial Services | 19.46 | 13.67 |
| Consumer Cyclical | 6.79 | 7.94 |
| Healthcare | 4.44 | 8.59 |
| Real Estate | 2.03 | 0.99 |
| Utilities | 2.55 | 2.98 |
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