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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
Chart Comparison
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 | Very High | Very High |
| Asset Size (Cr) | ₹2193 Cr | ₹935 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 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 | 2.04 | 2.15 |
| Manager | Ritika Behera | Amit Ganatra |
| ISIN Code | INF194KA1UE8 | INF205K01213 |
| Exits Load | Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | 4.4% | 3.29% |
| 6 Month | -1.15% | -3.45% |
| 1 Year | 8.83% | 7.05% |
| 3 Year | 9.26% | 11.67% |
| 5 Year | 12.8% | 14.47% |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 0.99% | -0.94% |
| 1 Year | 2.52% | -1.58% |
| 3 Year | 10.9% | 12.17% |
| 5 Year | 10.01% | 11.72% |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 9.02% | 11.45% |
| 3 Year | 8.54% | 10.8% |
| 5 Year | 8.78% | 10.87% |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 7.606% | 7.47% |
| Sharp | 0.199% | 0.5% |
| Beta | - | 1.04% |
| Alpha | - | 1.87% |
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Fund Managers
| 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 |
| Funds Managed | 19 | 5 |
| BANDHAN Balanced Advantage Fund Regular Plan Growth | Invesco India Dynamic Equity Fund - Growth |
Market Cap
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 16.93 | 38.08 |
| Large Cap | 63.97 | 51.65 |
| Small Cap | 11.1 | 2.02 |
| Mid Cap | 8 | 8.26 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 16.17 | 35.78 |
| Communication Services | 4.98 | 2.29 |
| Energy | 3.15 | 4.41 |
| Technology | 12.95 | 10.19 |
| Financial Services | 25.51 | 15.2 |
| Basic Materials | 6.1 | 1.67 |
| Industrials | 4.74 | 8.83 |
| Consumer Cyclical | 9.51 | 8.67 |
| Consumer Defensive | 6.86 | 1.99 |
| Healthcare | 7.43 | 8.82 |
| Utilities | 1.15 | 1.31 |
| Real Estate | 1.46 | 0.84 |
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