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

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tortoise-icon Invesco India Dynamic Equity Fund - Growth

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

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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) ₹688 Cr ₹3627 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Oct 2007 04 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 2.3 1.91
Manager Amit Ganatra Miten Vora
ISIN Code INF205K01213 INF955L01HC4
Exits Load For units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months./365 For units more than 10% of the investments, an exit load of 1% if redeemed within 1 year./365

Trailing Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month 4.09% 2.97%
6 Month 11.61% 11.49%
1 Year 27.47% 25.67%
3 Year 13.37% 15.1%
5 Year 12.12% 16.83%

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month - -
1 Year 10.82% 11.22%
3 Year 25.99% 27.88%
5 Year 41.3% 50.85%

Rolling Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 12.53% 16.71%
3 Year 31.95% 39.46%
5 Year 44.68% 54.94%

Risk Management

Scheme Name Invesco India Dynamic Equity Fund - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 7.47% 8.78%
Sharp 0.76% 0.87%
Beta 0.95% 1.11%
Alpha 2.67% 4.06%

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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
Fund Manage 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 37.61 34.31
Large Cap 52.05 46.6
Mid Cap 5.82 13.19
Small Cap 4.52 5.9

Sector Allocation

Scheme Name

Invesco India Dynamic Equity Fund - Growth

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

Others 19.86 12.78
Unclassified 15.74 -
Financial 15.61 26.24
Technology 4.63 3.9
Energy 3.18 11
Sovereign 6.8 4.75
Capital Goods 7.14 10.58
Healthcare 7.72 4.19
Services 5.46 5.53
Construction 1.02 9.81
Communication 1.74 2.95
Automobile 3.24 2.37
Consumer Discretionary 2.14 1.9
Materials 1.87 0.1
Metals & Mining 1.63 2.29
Insurance 0.95 -
Consumer Staples 1.27 1.61

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