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Franklin India Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare
Franklin India Balanced Advantage Fund- Growth
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
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) | ₹2738 Cr | ₹1045 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 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | 0.86% | 1.03% |
| 6 Month | 8.46% | 9.46% |
| 1 Year | 2.99% | 1.52% |
| 3 Year | 12.71% | 12.45% |
| 5 Year | - | 12.87% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 1.72% | 2.79% |
| 1 Year | 7.17% | 7.46% |
| 3 Year | 12.03% | 12.15% |
| 5 Year | - | 11.75% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 18.8% | 11.13% |
| 3 Year | - | 10.96% |
| 5 Year | - | 11% |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | - | 7.47% |
| Sharp | - | 0.84% |
| Beta | - | 0.08% |
| Alpha | - | 6.16% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 34.57 | 43.89 |
| Large Cap | 49.55 | 47.28 |
| Mid Cap | 6.41 | 7.09 |
| Small Cap | 9.47 | 1.74 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 34.57 | 38.72 |
| Energy | 3.18 | 4.54 |
| Technology | 5.28 | 9.3 |
| Industrials | 6.89 | 4.69 |
| Consumer Defensive | 2.97 | 2.5 |
| Financial Services | 19.85 | 14.7 |
| Healthcare | 4.32 | 9.27 |
| Basic Materials | 3.98 | 1.78 |
| Consumer Cyclical | 10.45 | 9.81 |
| Communication Services | 3.97 | 2.63 |
| Utilities | 3.94 | 1.26 |
| Real Estate | 0.59 | 0.81 |
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