Invesco India Dynamic Equity Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

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Invesco India Dynamic Equity Fund - Growth

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Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

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Chart Comparison

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

Overview

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	Very High	High
Asset Size (Cr)	₹935 Cr	₹1011 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	2.15	2.19
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	3.89%	5.25%
6 Month	-5.47%	-21.83%
1 Year	7.17%	-7.33%
3 Year	12.08%	6.63%
5 Year	15.28%	9.21%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	-3.03%	-12.96%
1 Year	-2.41%	-25.64%
3 Year	12.19%	1.74%
5 Year	11.85%	4.55%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	11.45%	9.45%
3 Year	10.8%	8.28%
5 Year	10.87%	8.8%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	7.47%	13.896%
Sharp	0.54%	-0.047%
Beta	1.05%	-
Alpha	1.84%	-

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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
Funds Managed	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	36.75	32.92
Large Cap	49.88	33.5
Mid Cap	9.68	17.36
Small Cap	3.68	16.23

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	34.7	30.21
Communication Services	2.05	5
Energy	4.57	-
Industrials	10.14	14.52
Technology	10.71	17.55
Consumer Cyclical	7.94	11.46
Financial Services	13.67	12.79
Healthcare	8.59	2.7
Utilities	2.98	-
Basic Materials	1.68	5.77
Consumer Defensive	1.98	0
Real Estate	0.99	-