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
| 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 | -2.98% | -2.03% |
| 6 Month | 6.27% | 6.13% |
| 1 Year | 18.99% | 21.23% |
| 3 Year | 10.52% | 11.56% |
| 5 Year | 12.46% | 11.55% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.17% | 15.7% |
| 3 Year | 14.84% | 16.99% |
| 5 Year | 14.06% | 14.61% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 11.31% | 11.36% |
| 3 Year | 11.5% | 10.69% |
| 5 Year | 11.04% | 10.78% |
| 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 | 0.6% | 0.7% |
| Beta | 0.92% | 1.01% |
| Alpha | 2.01% | 3.08% |
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| 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 |
| 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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