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 | Very High | Very High |
| Asset Size (Cr) | ₹770 Cr | ₹1228 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 04 Oct 2007 | 05 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 | 2.2 | 2.17 |
| Manager | Amit Ganatra | Rakesh Shetty |
| ISIN Code | INF205K01213 | INF247L01585 |
| Exits Load | Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months./365 | Exit load of 1%, if redeemed within 15 days./365 |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.54% | 5.22% |
| 6 Month | 14.72% | 18.37% |
| 1 Year | 25.87% | 26.2% |
| 3 Year | 12.74% | 14.06% |
| 5 Year | 13.71% | 13.31% |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.82% | 7.29% |
| 3 Year | 25.99% | 24.3% |
| 5 Year | 41.3% | 35.58% |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.53% | 11.23% |
| 3 Year | 31.95% | 28.35% |
| 5 Year | 44.68% | 40.24% |
| 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 | 0.76% | 0.62% |
| Beta | 1.03% | 0.81% |
| Alpha | 2.54% | 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 | 37.61 | 19.11 |
| Large Cap | 52.05 | 17.71 |
| Mid Cap | 5.82 | 46.3 |
| Small Cap | 4.52 | 16.86 |
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| Others | 19.86 | 24.15 |
| Financial | 15.61 | 4.41 |
| Energy | 3.18 | 1.18 |
| Construction | 1.02 | 3 |
| Technology | 4.63 | 8.26 |
| Sovereign | 6.8 | 2.43 |
| Materials | 1.87 | - |
| Communication | 1.74 | 3.03 |
| Capital Goods | 7.14 | 3.36 |
| Healthcare | 7.72 | 5.17 |
| Automobile | 3.24 | 19.24 |
| Services | 5.46 | 14.57 |
| Insurance | 0.95 | 9.62 |
| Consumer Staples | 1.27 | 1.56 |
| Consumer Discretionary | 2.14 | - |
| Metals & Mining | 1.63 | - |
| Unclassified | 15.74 | - |
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