Invesco India Dynamic Equity Fund vs Axis Balanced Advantage Fund compare
Invesco India Dynamic Equity Fund - Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹905 Cr | ₹2547 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 04 Oct 2007 | 01 Aug 2017 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 173% | 24% |
| Expense Ratio | 2.16 | 2.01 |
| Manager | Amit Ganatra | Hardik Shah |
| ISIN Code | INF205K01213 | INF846K01A52 |
| Exits Load | Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.64% | 1.2% |
| 6 Month | 6.2% | 5.36% |
| 1 Year | 16.96% | 18.86% |
| 3 Year | 13.46% | 12.26% |
| 5 Year | 12.02% | 12.28% |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.62% | 14.35% |
| 3 Year | 17.42% | 17.2% |
| 5 Year | 15.02% | 14.68% |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.36% | 7.63% |
| 3 Year | 10.69% | 9.65% |
| 5 Year | 10.78% | 8.02% |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.47% | 7.39% |
| Sharp | 0.81% | 0.89% |
| Beta | 1.01% | 0.98% |
| Alpha | 3.44% | 2.31% |
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| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Amit Ganatra | Hardik Shah |
| Total AUM | ₹23585 Cr | ₹0 Cr |
| Fund Manage | 5 | 12 |
| Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.34 | 18.35 |
| Small Cap | 4.9 | 6.52 |
| Large Cap | 51.99 | 53.62 |
| Mid Cap | 9.77 | 8.15 |
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.34 | 18.35 |
| Cement & Cement Products | 0.71 | 1.08 |
| Telecom - Services | 1.93 | 2.46 |
| Petroleum Products | 4.97 | 4.54 |
| Electrical Equipment | 2.2 | 0.79 |
| IT - Software | 11.39 | 6.38 |
| Construction | 6.34 | 2.97 |
| Finance | 2.4 | 4.42 |
| Healthcare Services | 2.38 | 1.63 |
| Retailing | 3.46 | 0.65 |
| Banks | 11.94 | 14.48 |
| Pharmaceuticals & Biotechnology | 5.95 | 4.91 |
| Automobiles | 2.42 | 5.31 |
| Insurance | 0.9 | 2.9 |
| Beverages | 0.99 | 0.53 |
| Aerospace & Defense | 1.17 | 0.99 |
| Consumer Durables | 2.85 | 0.22 |
| Industrial Products | 0.53 | 0.71 |
| Realty | 0.97 | 0.45 |
| Fertilizers & Agrochemicals | 0.71 | 0.8 |
| Transport Services | 0.68 | 0.03 |
| Power | 1.77 | 2.35 |
| Personal Products | - | 0.77 |
| Capital Markets | - | 0.02 |
| Diversified FMCG | - | 0.66 |
| Non - Ferrous Metals | - | 0.77 |
| Auto Components | - | 0.45 |
| Ferrous Metals | - | 0.19 |
| Gas | - | 0.14 |
| IT - Services | - | 0.08 |
| Agricultural Food & other Products | - | 0.64 |
| Diversified Metals | - | 0.46 |
| Oil | - | 0.54 |
| Food Products | - | 0.04 |
| Chemicals & Petrochemicals | - | 1.32 |
| Household Products | - | 0.73 |
| Consumable Fuels | - | 0.87 |
| Industrial Manufacturing | - | 1.45 |
| Leisure Services | - | 0.56 |
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