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Invesco India Dynamic Equity Fund vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Fund | HDFC Balanced Advantage Fund - Growth Plan | Invesco India Dynamic Equity Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹94251 Cr | ₹935 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2000 | 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 | 21.38% | 173% |
| Expense Ratio | 1.35 | 2.15 |
| Manager | Anil Bamboli | Amit Ganatra |
| ISIN Code | INF179K01830 | INF205K01213 |
| Exits Load | HDFC Balanced Advantage Fund - 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 | HDFC Balanced Advantage Fund - Growth Plan | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | 2.74% | 1.26% |
| 6 Month | -1.23% | -2.68% |
| 1 Year | 10.13% | 8.14% |
| 3 Year | 19.04% | 11.93% |
| 5 Year | 26.03% | 14.96% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 1.43% | -0.94% |
| 1 Year | 0.97% | -1.58% |
| 3 Year | 18.2% | 12.17% |
| 5 Year | 20.78% | 11.72% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 18.17% | 11.45% |
| 3 Year | 15.89% | 10.8% |
| 5 Year | 14.91% | 10.87% |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 9.701% | 7.47% |
| Sharp | 1.207% | 0.5% |
| Beta | - | 1.04% |
| Alpha | - | 1.87% |
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Fund Managers
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Name | Anil Bamboli | Amit Ganatra |
| Total AUM | ₹135442 Cr | ₹23585 Cr |
| Funds Managed | 12 | 5 |
| HDFC Balanced Advantage Fund - Growth Plan | Invesco India Dynamic Equity Fund - Growth |
Market Cap
| Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 45.54 | 38.08 |
| Large Cap | 52.58 | 51.65 |
| Small Cap | 6.1 | 2.02 |
| Mid Cap | 6.45 | 8.26 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 43.92 | 35.78 |
| Communication Services | 2.71 | 2.29 |
| Energy | 7.4 | 4.41 |
| Technology | 5.37 | 10.19 |
| Industrials | 8.87 | 8.83 |
| Basic Materials | 2 | 1.67 |
| Financial Services | 22.36 | 15.2 |
| Consumer Cyclical | 5.5 | 8.67 |
| Consumer Defensive | 2.65 | 1.99 |
| Real Estate | 1.44 | 0.84 |
| Healthcare | 4.17 | 8.82 |
| Utilities | 4.3 | 1.31 |
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