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 | Very High | Very High |
| Asset Size (Cr) | ₹770 Cr | ₹2323 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 04 Oct 2007 | 07 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 | 2.2 | 2.03 |
| Manager | Amit Ganatra | Hardik Shah |
| ISIN Code | INF205K01213 | INF846K01A52 |
| Exits Load | Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.14% | -2.49% |
| 6 Month | 6.01% | 8.47% |
| 1 Year | 21.09% | 24.95% |
| 3 Year | 11.49% | 11.13% |
| 5 Year | 11.51% | 12.11% |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.7% | 20.18% |
| 3 Year | 16.99% | 18.08% |
| 5 Year | 14.61% | 15.14% |
| 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 | 0.7% | 0.89% |
| Beta | 1.01% | 0.98% |
| Alpha | 3.08% | 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 | 37.61 | 35.88 |
| Large Cap | 52.05 | 51.36 |
| Mid Cap | 5.82 | 7.43 |
| Small Cap | 4.52 | 5.34 |
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 19.86 | 9.94 |
| Financial | 15.61 | 28.95 |
| Energy | 3.18 | 7.6 |
| Construction | 1.02 | 3.68 |
| Technology | 4.63 | 4.95 |
| Sovereign | 6.8 | 11.61 |
| Materials | 1.87 | 1.96 |
| Communication | 1.74 | 4.05 |
| Capital Goods | 7.14 | 4.12 |
| Healthcare | 7.72 | 5.51 |
| Automobile | 3.24 | 6.85 |
| Services | 5.46 | 1.28 |
| Insurance | 0.95 | 2.43 |
| Consumer Staples | 1.27 | 3.53 |
| Consumer Discretionary | 2.14 | - |
| Metals & Mining | 1.63 | 1.01 |
| Unclassified | 15.74 | - |
| Chemicals | - | 2.54 |
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