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Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs Invesco India Dynamic Equity Fund compare
Invesco India Dynamic Equity Fund - Growth
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
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 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.93% | 4.81% |
| 6 Month | -4.96% | -22.57% |
| 1 Year | 7.21% | -7.32% |
| 3 Year | 11.76% | 6.16% |
| 5 Year | 15.47% | 9.63% |
SIP Return Analysis
| 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% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| 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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Fund Managers
| 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 |
Market Cap
| 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 |
Sector Allocation
| 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 | - |
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