Invesco India Dynamic Equity Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare

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Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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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	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 Risk	Very High Risk
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

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
1 Month	-1.46%	-2.17%
6 Month	-3.72%	-4.22%
1 Year	8.2%	6.93%
3 Year	10.57%	11.32%
5 Year	11.67%	10.15%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
6 Month	-	-
1 Year	0.34%	-1.92%
3 Year	11.02%	11.87%
5 Year	11.84%	11.87%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
1 Year	11.51%	11.45%
3 Year	11.47%	10.8%
5 Year	11.12%	10.87%

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	0.57%	0.6%
Beta	0.92%	1.02%
Alpha	1.49%	2.1%

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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	-0.81	33.34
Large Cap	56.11	51.99
Mid Cap	9.42	9.77
Small Cap	7.86	4.9

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
Others	-0.81	33.34
Telecom - Services	2.73	1.93
Petroleum Products	4.63	4.97
Electrical Equipment	1.36	2.2
IT - Software	7.01	11.39
Cement & Cement Products	1.46	0.71
Personal Products	1.71	-
Construction	2.62	6.34
Banks	13.5	11.94
Diversified FMCG	2.84	-
Pharmaceuticals & Biotechnology	3.26	5.95
Non - Ferrous Metals	1.31	-
Realty	2.93	0.97
Healthcare Services	1.27	2.38
Aerospace & Defense	0.44	1.17
Auto Components	2.51	-
Ferrous Metals	0.78	-
Automobiles	2.73	2.42
Finance	4.47	2.4
Insurance	1.24	0.9
Industrial Products	0.47	0.53
Consumer Durables	1.89	2.85
Transport Infrastructure	2.27	-
Retailing	1.47	3.46
Diversified Metals	0.28	-
Oil	0.66	-
Power	3.16	1.77
Fertilizers & Agrochemicals	0.3	0.71
Metals & Minerals Trading	0.46	-
Consumable Fuels	0.94	-
Minerals & Mining	0.46	-
Transport Services	0.68	0.68
Chemicals & Petrochemicals	0.44	-
Leisure Services	0.31	-
Beverages	0.8	0.99