Compare Invesco India Balanced Advantage Fund vs HDFC Balanced Advantage Fund
Fund Details
Risk | High | Very High |
Rating | 2.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.16 | 1.35 |
NAV | ₹51.87 | ₹492.47 |
Fund Started | 16 Aug 2007 | 20 Jul 2000 |
Fund Size | ₹905.29 Cr | ₹94865.65 Cr |
Exit Load | Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months. | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year. |
Returns
1 Year | 21.91% | 25.92% |
3 Year | 11.24% | 19.70% |
5 Year | 11.57% | 20.05% |
Holding Analysis
Equity | 46.10% | 51.72% |
Cash | 47.44% | 18.15% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Amit Ganatra | Anil Bamboli |
Start Date | 01 Sep 2022 | 16 Apr 2021 |
About Fund
Description | The scheme seeks to generate capital appreciation/income from a mix of equity and debt securities which are managed dynamically. | The Scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments. |
Launch Date | 16 Aug 2007 | 20 Jul 2000 |
