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

Link copied to clipboard!

tortoise-icon BANDHAN Balanced Advantage Fund Regular Plan Growth

Invest Now

tortoise-icon Invesco India Dynamic Equity Fund - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Moderately High
Asset Size (Cr) ₹2268 Cr ₹905 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 2.01 2.16
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 -2.61% -3.78%
6 Month 0.2% -0.45%
1 Year 10.63% 11.44%
3 Year 8.13% 11.29%
5 Year 10.08% 11.19%

SIP Return Analysis

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Invesco India Dynamic Equity Fund - Growth
6 Month - -
1 Year 6.21% 6.22%
3 Year 11.58% 14.69%
5 Year 10.88% 13.42%

Rolling Lumpsum Returns

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Invesco India Dynamic Equity Fund - Growth
1 Year 8.89% 11.36%
3 Year 8.51% 10.69%
5 Year 8.42% 10.78%

Risk Management

Scheme Name BANDHAN Balanced Advantage Fund Regular Plan Growth Invesco India Dynamic Equity Fund - Growth
Standard Deviation 6.89% 7.47%
Sharp 0.48% 0.74%
Beta 0.84% 1%
Alpha -0.51% 3.82%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 -21.01 33.34
Large Cap 64.36 51.99
Small Cap 8.27 4.9
Mid Cap 9.73 9.77

Sector Allocation

Scheme Name

BANDHAN Balanced Advantage Fund Regular Plan Growth

Invesco India Dynamic Equity Fund - Growth

Others -21.01 33.34
Telecom - Services 3.83 1.93
Realty 1.43 0.97
Petroleum Products 3.2 4.97
IT - Software 9.6 11.39
Capital Markets 0.92 -
Cement & Cement Products 1.03 0.71
Construction 2.69 6.34
Ferrous Metals 0.85 -
Retailing 4.71 3.46
Finance 8.63 2.4
Diversified FMCG 2.42 -
Banks 14.55 11.94
Pharmaceuticals & Biotechnology 4.45 5.95
Auto Components 1.27 -
Industrial Manufacturing 0.37 -
Electrical Equipment 1.73 2.2
Automobiles 4.93 2.42
Personal Products 1.39 -
Transport Services 0.78 0.68
Gas 0.53 -
Beverages 2.55 0.99
Diversified Metals 1.19 -
Oil 0.29 -
Entertainment 0.1 -
Aerospace & Defense 0.59 1.17
Consumer Durables 0.64 2.85
Healthcare Services 2.19 2.38
Food Products 0.11 -
Power 1.74 1.77
Chemicals & Petrochemicals 0.37 -
Fertilizers & Agrochemicals 0.47 0.71
Insurance 1.42 0.9
Leisure Services 0.37 -
Financial Technology (Fintech) 1.02 -
Industrial Products - 0.53

Top Comparisons

Aditya Birla Sun Life Frontline Equity Fund-Growth Aditya Birla Sun Life Frontline Equity Fund-Growth

3Y Returns12.11%

VS

UTI - Master Share-Growth Option UTI - Master Share-Growth Option

3Y Returns8.44%

Compare Now

ICICI Prudential Equity & Debt Fund - Growth ICICI Prudential Equity & Debt Fund - Growth

3Y Returns17.01%

VS

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

3Y Returns13.62%

Compare Now

Nippon India Gold Savings Fund-Growth plan- Growth Option Nippon India Gold Savings Fund-Growth plan- Growth Option

3Y Returns16.52%

VS

Nippon India Gold Savings Fund-Growth plan- Growth Option Nippon India Gold Savings Fund-Growth plan- Growth Option

3Y Returns16.52%

Compare Now

Axis Retirement Fund - Aggressive Plan - Regular Growth Axis Retirement Fund - Aggressive Plan - Regular Growth

3Y Returns8.77%

VS

Axis Retirement Fund - Dynamic Plan - Regular Growth Axis Retirement Fund - Dynamic Plan - Regular Growth

3Y Returns10.13%

Compare Now
Request call back
Add to Cart Successfully