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)	₹2671 Cr	₹978 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	1.52%	2.67%
6 Month	2.72%	0.99%
1 Year	6.41%	5.73%
3 Year	-	16.36%
5 Year	-	13.64%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
6 Month	5.25%	5.93%
1 Year	9.72%	8.6%
3 Year	-	13.9%
5 Year	-	12.78%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
1 Year	19.81%	11.29%
3 Year	-	10.91%
5 Year	-	10.92%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
Standard Deviation	-	7.47%
Sharp	-	0.94%
Beta	-	1.05%
Alpha	-	1.14%

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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	34.65	31.22
Large Cap	50.79	58.08
Mid Cap	5.35	8.94
Small Cap	9.21	1.76

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
Others	34.65	31.22
Energy	3.34	-
Technology	6.81	-
Industrials	6.88	-
Consumer Defensive	3.2	-
Financial Services	19.18	-
Healthcare	4.21	-
Basic Materials	3.25	-
Communication Services	3.91	-
Utilities	3.59	-
Consumer Cyclical	10.24	-
Real Estate	0.74	-
Telecom - Services	-	2.7
Petroleum Products	-	4.9
IT - Software	-	9.16
Construction	-	6.49
Healthcare Services	-	2.33
Other Utilities	-	0.12
Non - Ferrous Metals	-	0.79
Banks	-	12.09
Pharmaceuticals & Biotechnology	-	6.81
Cement & Cement Products	-	0.95
Power	-	1.28
Automobiles	-	4.12
Commercial Services & Supplies	-	0.7
Finance	-	1.99
Insurance	-	2.01
Beverages	-	1.2
Food Products	-	1.26
Aerospace & Defense	-	1.47
Consumer Durables	-	2.59
Retailing	-	4.03
Realty	-	0.91
Transport Services	-	0.88