Invesco India Dynamic Equity Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

BANDHAN Balanced Advantage Fund Regular Plan Growth

Invesco India Dynamic Equity Fund - Growth

Overview

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
Fund	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Very High
Asset Size (Cr)	₹2265 Cr	₹770 Cr
Min Investment	₹1000	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	05 Oct 2014	04 Oct 2007
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	24%	173%
Expense Ratio	1.94	2.2
Manager	Ritika Behera	Amit Ganatra
ISIN Code	INF194KA1UE8	INF205K01213
Exits Load	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365	Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months./365

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
1 Month	1.53%	2.54%
6 Month	11.93%	14.72%
1 Year	21.27%	25.87%
3 Year	9.75%	12.74%
5 Year	12.4%	13.71%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
6 Month	-	-
1 Year	8.96%	10.82%
3 Year	19.58%	25.99%
5 Year	33.63%	41.3%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
1 Year	11.44%	12.53%
3 Year	26.27%	31.95%
5 Year	36.2%	44.68%

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
Standard Deviation	6.89%	7.47%
Sharp	0.48%	0.76%
Beta	0.84%	1.03%
Alpha	-0.51%	2.54%

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Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
Name	Ritika Behera	Amit Ganatra
Total AUM	₹43013 Cr	₹23585 Cr
Fund Manage	19	5
	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
Others	-16.01	37.61
Large Cap	62.25	52.05
Mid Cap	9.03	5.82
Small Cap	6.73	4.52

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	Invesco India Dynamic Equity Fund - Growth
Others	-16.88	19.86
Automobiles	5.83	-
Telecom - Services	4.16	-
Petroleum Products	4.12	-
IT - Software	7.54	-
Cement & Cement Products	1.18	-
Construction	2.72	1.02
Ferrous Metals	1.22	-
Finance	9.41	-
Retailing	3.56	-
Diversified FMCG	2.62	-
Non - Ferrous Metals	0.55	-
Banks	13.15	-
Pharmaceuticals & Biotechnology	3.1	-
Auto Components	1.38	-
Industrial Manufacturing	0.36	-
Electrical Equipment	2.31	-
Personal Products	2.31	-
Transport Services	0.55	-
Gas	0.58	-
Beverages	1.93	-
Oil	0.56	-
Entertainment	0.4	-
Aerospace & Defense	0.63	-
Realty	1.7	-
Consumer Durables	0.67	-
Minerals & Mining	0.76	-
Food Products	0.39	-
Fertilizers & Agrochemicals	0.4	-
Chemicals & Petrochemicals	0.29	-
Power	1.66	-
Insurance	1.18	0.95
Leisure Services	0.36	-
Healthcare Services	0.77	-
Financial Technology (Fintech)	0.53	-
Financial	-	15.61
Energy	-	3.18
Technology	-	4.63
Sovereign	-	6.8
Materials	-	1.87
Communication	-	1.74
Capital Goods	-	7.14
Healthcare	-	7.72
Automobile	-	3.24
Services	-	5.46
Consumer Staples	-	1.27
Consumer Discretionary	-	2.14
Metals & Mining	-	1.63
Unclassified	-	15.74