Franklin India Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

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Franklin India Balanced Advantage Fund- Growth

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Invesco India Dynamic Equity Fund - Growth

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Chart Comparison

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

Overview

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
Fund	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2877 Cr	₹1121 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	06 Sep 2022	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	160.29%	173%
Expense Ratio	1.97	2.15
Manager	Sandeep Manam	Amit Ganatra
ISIN Code	INF090I01WN2	INF205K01213
Exits Load	Franklin India Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
1 Month	0.46%	-0.15%
6 Month	1.72%	1.1%
1 Year	3.99%	1.93%
3 Year	12.89%	12.73%
5 Year	-	11.01%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
6 Month	1.69%	1.49%
1 Year	7.99%	8.1%
3 Year	10.6%	10.34%
5 Year	-	10.87%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
1 Year	16.44%	10.71%
3 Year	12.69%	11.12%
5 Year	-	11.12%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
Standard Deviation	5.84%	7.47%
Sharp	0.96%	0.82%
Beta	0.86%	1.09%
Alpha	1.99%	1.02%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
Name	Sandeep Manam	Amit Ganatra
Total AUM	₹74256 Cr	₹23585 Cr
Funds Managed	20	5
	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
Others	17.77	26.24
Large Cap	52.6	65.29
Small Cap	8.38	1.48
Mid Cap	6.04	6.99

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
Others	16.18	26.24
Petroleum Products	3.5	4.72
IT - Software	4.52	8.46
Construction	3.2	5.24
Diversified FMCG	0.75	0.7
Banks	15.93	13.8
CRISIL AAA	1.59	-
Pharmaceuticals & Biotechnology	2.24	6.53
Aerospace & Defense	1.83	1.78
Ferrous Metals	1.44	-
Automobiles	1.79	4.68
Healthcare Services	2.24	2.15
Finance	1.34	3.59
Telecom - Services	5.02	3.99
Gas	1.72	-
Industrial Products	0.45	-
Agricultural Food & other Products	0.81	-
Agricultural, Commercial & Construction Vehicles	0.6	-
Realty	0.84	0.75
Food Products	1.01	1.17
Consumer Durables	1.93	2.39
Auto Components	1.82	-
Financial Technology (Fintech)	0.98	-
Cement & Cement Products	1.65	0.9
Power	2.09	1.25
Chemicals & Petrochemicals	0.27	-
Fertilizers & Agrochemicals	0.7	-
Transport Services	0.95	0.85
Retailing	2.13	6.2
Capital Markets	0.19	-
Insurance	1.79	2.09
Leisure Services	1.5	-
Beverages	1.23	1.06
Textiles & Apparels	0.11	-
Commercial Services & Supplies	0.45	0.51
Other Utilities	-	0.07
Non - Ferrous Metals	-	0.88