Invesco India Dynamic Equity Fund vs HDFC Balanced Advantage Fund compare

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HDFC Balanced Advantage Fund - Growth Plan

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Invesco India Dynamic Equity Fund - Growth

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Chart Comparison

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

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

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Invesco India Dynamic Equity Fund - Growth
1 Month	4.14%	2.77%
6 Month	-5.38%	-6.14%
1 Year	7.02%	5.35%
3 Year	18.88%	10.99%
5 Year	27.22%	15.75%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Invesco India Dynamic Equity Fund - Growth
6 Month	-1.26%	-3.03%
1 Year	-2.02%	-2.41%
3 Year	17.92%	12.19%
5 Year	20.87%	11.85%

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%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Invesco India Dynamic Equity Fund - Growth
Standard Deviation	9.701%	7.47%
Sharp	1.207%	0.54%
Beta	-	1.05%
Alpha	-	1.84%

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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

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Invesco India Dynamic Equity Fund - Growth
Others	45.54	36.75
Large Cap	52.58	49.88
Small Cap	6.1	3.68
Mid Cap	6.45	9.68

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Invesco India Dynamic Equity Fund - Growth
Others	43.92	34.7
Communication Services	2.71	2.05
Energy	7.4	4.57
Technology	5.37	10.71
Industrials	8.87	10.14
Basic Materials	2	1.68
Financial Services	22.36	13.67
Consumer Cyclical	5.5	7.94
Consumer Defensive	2.65	1.98
Real Estate	1.44	0.99
Healthcare	4.17	8.59
Utilities	4.3	2.98