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

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tortoise-icon Invesco India Dynamic Equity Fund - Growth

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tortoise-icon 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 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

Trailing Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month -0.13% -4.02%
6 Month 6.34% 7.24%
1 Year 22.1% 12.64%
3 Year 12.28% 10.56%
5 Year 11.85% 10.15%

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

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%

Risk Management

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 0.7% 0.62%
Beta 1.01% 0.81%
Alpha 3.08% 2.75%

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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
Fund Manage 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 37.61 19.11
Large Cap 52.05 17.71
Mid Cap 5.82 46.3
Small Cap 4.52 16.86

Sector Allocation

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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