Invesco India Dynamic Equity Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
Invesco India Dynamic Equity Fund - Growth
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Fund | Invesco India Dynamic Equity Fund - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | High |
| Asset Size (Cr) | ₹905 Cr | ₹1238 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 04 Oct 2007 | 27 Sep 2016 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate TRI |
| Turn Over | 173% | 260% |
| Expense Ratio | 2.16 | 2.18 |
| Manager | Amit Ganatra | Rakesh Shetty |
| ISIN Code | INF205K01213 | INF247L01585 |
| Exits Load | Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 | Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -3.78% | -5.9% |
| 6 Month | -0.45% | -6.18% |
| 1 Year | 11.44% | 0.95% |
| 3 Year | 11.29% | 8.22% |
| 5 Year | 11.19% | 8.35% |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.22% | -4.49% |
| 3 Year | 14.69% | 10.65% |
| 5 Year | 13.42% | 9.91% |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.36% | 9.37% |
| 3 Year | 10.69% | 8.11% |
| 5 Year | 10.78% | 8.34% |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.47% | 9.95% |
| Sharp | 0.74% | 0.62% |
| Beta | 1% | 0.81% |
| Alpha | 3.82% | 2.75% |
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| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Name | Amit Ganatra | Rakesh Shetty |
| Total AUM | ₹23585 Cr | ₹33886 Cr |
| Fund Manage | 5 | 19 |
| Invesco India Dynamic Equity Fund - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.34 | 17.11 |
| Small Cap | 4.9 | 28.37 |
| Large Cap | 51.99 | 16.73 |
| Mid Cap | 9.77 | 37.81 |
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.34 | 17.11 |
| Cement & Cement Products | 0.71 | - |
| Telecom - Services | 1.93 | - |
| Petroleum Products | 4.97 | - |
| Electrical Equipment | 2.2 | - |
| IT - Software | 11.39 | 2.43 |
| Construction | 6.34 | 1.02 |
| Finance | 2.4 | 14.99 |
| Healthcare Services | 2.38 | - |
| Retailing | 3.46 | 9.33 |
| Banks | 11.94 | 6.65 |
| Pharmaceuticals & Biotechnology | 5.95 | 1.05 |
| Automobiles | 2.42 | 0.55 |
| Insurance | 0.9 | 11.99 |
| Beverages | 0.99 | - |
| Aerospace & Defense | 1.17 | - |
| Consumer Durables | 2.85 | 0.58 |
| Industrial Products | 0.53 | - |
| Realty | 0.97 | - |
| Fertilizers & Agrochemicals | 0.71 | - |
| Transport Services | 0.68 | - |
| Power | 1.77 | - |
| IT - Services | - | 6.95 |
| Transport Infrastructure | - | 4.36 |
| Auto Components | - | 17.7 |
| Leisure Services | - | 2.37 |
| Financial Technology (Fintech) | - | 2.94 |
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