Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Baroda BNP Paribas Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

Link copied to clipboard!

tortoise-icon Invesco India Dynamic Equity Fund - Growth

Invest Now

tortoise-icon Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name Invesco India Dynamic Equity Fund - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Fund Invesco India Dynamic Equity Fund - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹935 Cr ₹4078 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Oct 2007 13 Nov 2018
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 173% 173%
Expense Ratio 2.15 1.89
Manager Amit Ganatra Miten Vora
ISIN Code INF205K01213 INF955L01HC4
Exits Load Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month 5.65% 6.3%
6 Month 1.62% 2.68%
1 Year 9.13% 9.43%
3 Year 15.4% 16.07%
5 Year 14.94% 17.9%

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month 0.4% 1.02%
1 Year -0.13% -0.04%
3 Year 12.03% 12.02%
5 Year 11.56% 12.25%

Rolling Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 11.45% 15.87%
3 Year 10.8% 14.5%
5 Year 10.87% 15.77%

Risk Management

Scheme Name Invesco India Dynamic Equity Fund - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 7.47% 10.009%
Sharp 0.78% 0.418%
Beta 1.04% -
Alpha 1.33% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Invesco India Dynamic Equity Fund - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Name Amit Ganatra Miten Vora
Total AUM ₹23585 Cr ₹6478 Cr
Funds Managed 5 6
Invesco India Dynamic Equity Fund - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Market Cap

Scheme Name

Invesco India Dynamic Equity Fund - Growth

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 32.96 31.15
Large Cap 56.2 42.99
Mid Cap 8.79 14.66
Small Cap 2.05 11.21

Sector Allocation

Scheme Name

Invesco India Dynamic Equity Fund - Growth

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 32.96 26.01
Telecom - Services 2.59 -
Petroleum Products 4.57 -
IT - Software 9.2 -
Construction 6.4 -
Healthcare Services 2.27 -
Other Utilities 0.26 -
Non - Ferrous Metals 0.88 -
Banks 11.51 -
Pharmaceuticals & Biotechnology 7.09 -
Cement & Cement Products 1.02 -
Power 1.21 -
Automobiles 3.89 -
Commercial Services & Supplies 0.75 -
Finance 2.03 -
Insurance 1.89 -
Beverages 1.41 -
Food Products 1.06 -
Aerospace & Defense 1.19 -
Consumer Durables 2.35 -
Industrial Products 0.17 -
Retailing 3.52 -
Realty 0.9 -
Transport Services 0.88 -
Energy - 7.58
Industrials - 12.94
Technology - 7.73
Consumer Cyclical - 6.34
Financial Services - 22.52
Healthcare - 6.54
Basic Materials - 0.99
Utilities - 3.08
Consumer Defensive - 2.53
Communication Services - 3.73

Top Comparisons

ICICI Prudential Regular Gold Savings Fund (FOF) - Growth ICICI Prudential Regular Gold Savings Fund (FOF) - Growth

3Y Returns21.42%

VS

DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now

UTI Medium Duration Fund - Regular Plan - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option

3Y Returns7.18%

VS

Axis Strategic Bond Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option

3Y Returns8.06%

Compare Now

ICICI Prudential Bluechip Fund - Growth ICICI Prudential Bluechip Fund - Growth

3Y Returns21.68%

VS

Edelweiss Large Cap Fund - Regular Plan - Growth Option Edelweiss Large Cap Fund - Regular Plan - Growth Option

3Y Returns19.17%

Compare Now

Tata Gold ETF Fund of Fund - Regular (G) Tata Gold ETF Fund of Fund - Regular (G)

3Y Returns0%

VS

Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth

3Y Returns23.5%

Compare Now
Add to Cart Successfully