SBI Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

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SBI Balanced Advantage Fund - Regular Plan - Growth

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Invesco India Dynamic Equity Fund - Growth

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Chart Comparison

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

Overview

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Invesco India Dynamic Equity Fund - Growth
Fund	SBI Balanced Advantage Fund - Regular Plan - Growth	Invesco India Dynamic Equity Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High Risk	Very High Risk
Asset Size (Cr)	₹33309 Cr	₹935 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	31 Aug 2021	04 Oct 2007
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	39.82%	173%
Expense Ratio	1.57	2.15
Manager	Pradeep Kesavan	Amit Ganatra
ISIN Code	INF200KA1Y40	INF205K01213
Exits Load	SBI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Invesco India Dynamic Equity Fund - Growth
1 Month	-0.88%	-2.17%
6 Month	-2.68%	-4.22%
1 Year	6.64%	6.93%
3 Year	12.41%	11.32%
5 Year	-	10.15%

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Invesco India Dynamic Equity Fund - Growth
6 Month	-	-
1 Year	0.76%	-1.92%
3 Year	12.48%	11.87%
5 Year	-	11.87%

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Invesco India Dynamic Equity Fund - Growth
1 Year	16.39%	11.45%
3 Year	13.05%	10.8%
5 Year	-	10.87%

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Invesco India Dynamic Equity Fund - Growth
Standard Deviation	6.125%	7.47%
Sharp	0.986%	0.6%
Beta	-	1.02%
Alpha	-	2.1%

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Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Invesco India Dynamic Equity Fund - Growth
Name	Pradeep Kesavan	Amit Ganatra
Total AUM	₹434274 Cr	₹23585 Cr
Fund Manage	43	5
	SBI Balanced Advantage Fund - Regular Plan - Growth	Invesco India Dynamic Equity Fund - Growth

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Invesco India Dynamic Equity Fund - Growth
Others	29.95	33.34
Large Cap	53.08	51.99
Mid Cap	7.92	9.77
Small Cap	2.55	4.9

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Invesco India Dynamic Equity Fund - Growth
Others	44.05	33.34
Healthcare	2.28	-
Financial	8.34	-
Capital Goods	1.13	-
Energy	11.56	-
Services	0.41	-
Materials	0.27	-
Metals & Mining	3.2	-
Consumer Staples	1.45	-
Communication	3.13	-
Technology	2.35	-
Automobile	1.94	-
Construction	0.74	6.34
Sovereign	10.59	-
Insurance	2.02	0.9
Consumer Discretionary	0.04	-
Cement & Cement Products	-	0.71
Telecom - Services	-	1.93
Petroleum Products	-	4.97
Electrical Equipment	-	2.2
IT - Software	-	11.39
Finance	-	2.4
Healthcare Services	-	2.38
Retailing	-	3.46
Banks	-	11.94
Pharmaceuticals & Biotechnology	-	5.95
Automobiles	-	2.42
Beverages	-	0.99
Aerospace & Defense	-	1.17
Consumer Durables	-	2.85
Industrial Products	-	0.53
Realty	-	0.97
Fertilizers & Agrochemicals	-	0.71
Transport Services	-	0.68
Power	-	1.77