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

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

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tortoise-icon 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 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

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Invesco India Dynamic Equity Fund - Growth
1 Month -3.51% -2.46%
6 Month 8.05% 7.79%
1 Year 22.93% 26.16%
3 Year 10.95% 12.27%
5 Year 12.82% 11.71%

SIP Return Analysis

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%

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% 11.36%
3 Year 11.51% 10.72%
5 Year 11.06% 10.79%

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 0.81% 0.77%
Beta 0.23% 0.31%
Alpha 3.36% 3.3%

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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
Fund Manage 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 23.54 37.61
Large Cap 47.16 52.05
Mid Cap 7.19 5.82
Small Cap 3.17 4.52

Sector Allocation

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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