Invesco India Dynamic Equity Fund vs Axis Balanced Advantage Fund compare
Invesco India Dynamic Equity Fund - Growth
Invest NowAxis Balanced Advantage Fund - Regular Plan - Growth
Invest NowChart 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 | 3.18% | 1.45% |
6 Month | 14.67% | 14.11% |
1 Year | 26.53% | 30.3% |
3 Year | 12.85% | 13.03% |
5 Year | 13.32% | 13.14% |
Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 10.82% | 12.57% |
3 Year | 25.99% | 26.75% |
5 Year | 41.3% | 41.86% |
Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.53% | 12.56% |
3 Year | 31.95% | 32.12% |
5 Year | 44.68% | 45.81% |
Scheme Name | Invesco India Dynamic Equity Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 7.47% | 7.39% |
Sharp | 0.76% | 0.89% |
Beta | 1.03% | 0.98% |
Alpha | 2.54% | 2.31% |
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Get Free Experts GuidanceScheme 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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