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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) | ₹2885 Cr | ₹1126 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 | -1% | -1.87% |
| 6 Month | -0.27% | -0.87% |
| 1 Year | 5.75% | 4.01% |
| 3 Year | 12.76% | 12.4% |
| 5 Year | - | 10.31% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 0.78% | 0.79% |
| 1 Year | 5.79% | 6.49% |
| 3 Year | 9.51% | 9.42% |
| 5 Year | - | 10.48% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 13.45% | 10.64% |
| 3 Year | 12.8% | 11.13% |
| 5 Year | - | 11.12% |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 6.35% | 7.71% |
| Sharp | 0.90% | 0.75% |
| Beta | 0.88% | 1.09% |
| Alpha | 1.25% | 0.24% |
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 | 34.87 | 32.06 |
| Large Cap | 50.83 | 63.06 |
| Small Cap | 7.52 | 1.41 |
| Mid Cap | 6.78 | 3.47 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 34.43 | 29.16 |
| Energy | 3.66 | 4.71 |
| Technology | 4.53 | 9.15 |
| Industrials | 8.71 | 6.83 |
| Consumer Defensive | 3.8 | 7.06 |
| Financial Services | 20.48 | 21.33 |
| Healthcare | 4.15 | 7.37 |
| Basic Materials | 3.85 | 2.02 |
| Consumer Cyclical | 7.33 | 9.34 |
| Communication Services | 4.66 | 1.31 |
| Utilities | 3.67 | 1.2 |
| Real Estate | 0.74 | 0.53 |
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