SBI Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare
SBI Balanced Advantage Fund - Regular Plan - Growth
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
| 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 | High | Very High |
| Asset Size (Cr) | ₹31166 Cr | ₹770 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 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 | 1.59 | 2.2 |
| Manager | Pradeep Kesavan | Amit Ganatra |
| ISIN Code | INF200KA1Y40 | INF205K01213 |
| Exits Load | For units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 | Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months./365 |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | 1.17% | 3.18% |
| 6 Month | 9.55% | 14.67% |
| 1 Year | 24.14% | 26.53% |
| 3 Year | - | 12.85% |
| 5 Year | - | 13.32% |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.9% | 10.82% |
| 3 Year | 27.13% | 25.99% |
| 5 Year | 27.13% | 41.3% |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 13.41% | 12.53% |
| 3 Year | 28.77% | 31.95% |
| 5 Year | 28.77% | 44.68% |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 6.13% | 7.47% |
| Sharp | - | 0.76% |
| Beta | - | 1.03% |
| Alpha | - | 2.54% |
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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 | 37.61 |
| Large Cap | 53.08 | 52.05 |
| Mid Cap | 7.92 | 5.82 |
| Small Cap | 2.55 | 4.52 |
| Scheme Name |
SBI Balanced Advantage Fund - Regular Plan - Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 44.05 | 19.86 |
| Healthcare | 2.28 | 7.72 |
| Financial | 8.34 | 15.61 |
| Capital Goods | 1.13 | 7.14 |
| Energy | 11.56 | 3.18 |
| Services | 0.41 | 5.46 |
| Materials | 0.27 | 1.87 |
| Metals & Mining | 3.2 | 1.63 |
| Consumer Staples | 1.45 | 1.27 |
| Communication | 3.13 | 1.74 |
| Technology | 2.35 | 4.63 |
| Automobile | 1.94 | 3.24 |
| Construction | 0.74 | 1.02 |
| Sovereign | 10.59 | 6.8 |
| Insurance | 2.02 | 0.95 |
| Consumer Discretionary | 0.04 | 2.14 |
| Unclassified | - | 15.74 |
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