Baroda BNP Paribas Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare
Invesco India Dynamic Equity Fund - Growth
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
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) | ₹1045 Cr | ₹4332 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 | 1.03% | 1.25% |
6 Month | 9.46% | 12.68% |
1 Year | 1.52% | 2.39% |
3 Year | 12.45% | 13.33% |
5 Year | 12.87% | 14.16% |
SIP Return Analysis
Scheme Name | Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
6 Month | 2.79% | 2.27% |
1 Year | 7.46% | 9.33% |
3 Year | 12.15% | 12.81% |
5 Year | 11.75% | 12.61% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Year | 11.13% | 14.36% |
3 Year | 10.96% | 14.5% |
5 Year | 11% | 15.98% |
Risk Management
Scheme Name | Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | 7.47% | 9.43% |
Sharp | 0.84% | 0.66% |
Beta | 0.08% | - |
Alpha | 6.16% | - |
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 | 43.89 | 33.32 |
Large Cap | 47.28 | 40.3 |
Mid Cap | 7.09 | 15.9 |
Small Cap | 1.74 | 10.48 |
Sector Allocation
Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 38.72 | 23.44 |
Communication Services | 2.63 | 4.64 |
Energy | 4.54 | 5.49 |
Technology | 9.3 | 5.23 |
Industrials | 4.69 | 10.58 |
Healthcare | 9.27 | 6.74 |
Utilities | 1.26 | 1.42 |
Basic Materials | 1.78 | 1.38 |
Financial Services | 14.7 | 25.87 |
Consumer Cyclical | 9.81 | 7.88 |
Consumer Defensive | 2.5 | 3.66 |
Real Estate | 0.81 | 3.67 |
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