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SBI Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare
SBI Balanced Advantage Fund Regular Growth
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
Overview
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Fund | SBI Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Very High |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | 1.08% | 0.6% |
| 6 Month | -2.61% | -6.33% |
| 1 Year | 4.11% | 3.01% |
| 3 Year | 11.52% | 10.49% |
| 5 Year | - | 13.85% |
SIP Return Analysis
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | -0.48% | -3.33% |
| 1 Year | -0.87% | -5.83% |
| 3 Year | 11.68% | 10.46% |
| 5 Year | - | 10.67% |
Rolling Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 16.39% | 11.45% |
| 3 Year | 13.05% | 10.8% |
| 5 Year | - | 10.87% |
Risk Management
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 6.125% | 7.47% |
| Sharp | 0.986% | 0.5% |
| Beta | - | 1.04% |
| Alpha | - | 1.87% |
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Fund Managers
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Amit Ganatra |
| Total AUM | ₹434274 Cr | ₹23585 Cr |
| Funds Managed | 43 | 5 |
| SBI Balanced Advantage Fund Regular Growth | Invesco India Dynamic Equity Fund - Growth |
Market Cap
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 33.72 | 38.08 |
| Large Cap | 54.7 | 51.65 |
| Mid Cap | 8.37 | 8.26 |
| Small Cap | 3.22 | 2.02 |
Sector Allocation
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 32.99 | 35.78 |
| Energy | 9.02 | 4.41 |
| Technology | 6.96 | 10.19 |
| Basic Materials | 3.21 | 1.67 |
| Consumer Defensive | 2.74 | 1.99 |
| Industrials | 6.47 | 8.83 |
| Financial Services | 16.32 | 15.2 |
| Healthcare | 4.19 | 8.82 |
| Consumer Cyclical | 5.56 | 8.67 |
| Communication Services | 3.6 | 2.29 |
| Utilities | 7.63 | 1.31 |
| Real Estate | 1.32 | 0.84 |
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