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
Invest NowInvesco India Dynamic Equity Fund - Growth
Invest NowChart Comparison
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 | Very High | Very High |
Asset Size (Cr) | ₹7267 Cr | ₹770 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 25 Apr 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 | 1.79 | 2.2 |
Manager | Lovelish Solanki | Amit Ganatra |
ISIN Code | INF084M01AB8 | INF205K01213 |
Exits Load | Exit load of 0.25%, if redeemed within 7 days./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 | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
1 Month | 2.79% | 2.54% |
6 Month | 15.44% | 14.72% |
1 Year | 22.4% | 25.87% |
3 Year | 12.05% | 12.74% |
5 Year | 14.72% | 13.71% |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
6 Month | - | - |
1 Year | 10.37% | 10.82% |
3 Year | 23.8% | 25.99% |
5 Year | 42.23% | 41.3% |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
1 Year | 13.79% | 12.53% |
3 Year | 32.93% | 31.95% |
5 Year | 45.24% | 44.68% |
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 | 0.78% | 0.76% |
Beta | 0.89% | 1.03% |
Alpha | 2.26% | 2.54% |
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Get Free Experts GuidanceScheme 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 |
Fund Manage | 2 | 5 |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Others | 23.54 | 37.61 |
Large Cap | 47.16 | 52.05 |
Mid Cap | 7.19 | 5.82 |
Small Cap | 3.17 | 4.52 |
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Others | 18.04 | 19.86 |
Capital Goods | 1.95 | 7.14 |
Financial | 19.29 | 15.61 |
Consumer Staples | 5.1 | 1.27 |
Automobile | 4.27 | 3.24 |
Materials | 2.42 | 1.87 |
Healthcare | 2.88 | 7.72 |
Energy | 6.43 | 3.18 |
Consumer Discretionary | 1.45 | 2.14 |
Metals & Mining | 1.68 | 1.63 |
Technology | 4.01 | 4.63 |
Communication | 4.11 | 1.74 |
Services | 0.28 | 5.46 |
Construction | 2.06 | 1.02 |
Sovereign | 6.39 | 6.8 |
Chemicals | 0.25 | - |
Diversified | 0.45 | - |
Insurance | - | 0.95 |
Unclassified | - | 15.74 |
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