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)	₹2352 Cr	₹935 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	1.24%	1.09%
6 Month	0.89%	-2.35%
1 Year	6.93%	6.33%
3 Year	-	15.61%
5 Year	-	13.95%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
6 Month	4.52%	4.11%
1 Year	7.48%	4.51%
3 Year	-	13.03%
5 Year	-	12.22%

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	33.89	31.98
Large Cap	47.44	57.4
Mid Cap	8.31	8.87
Small Cap	10.37	1.75

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
Others	34.49	31.98
Energy	3.72	-
Technology	6.52	-
Industrials	7.65	-
Consumer Defensive	3.28	-
Financial Services	18.96	-
Healthcare	3.86	-
Basic Materials	3.4	-
Communication Services	4.05	-
Utilities	3.23	-
Consumer Cyclical	10.13	-
Real Estate	0.71	-
Telecom - Services	-	2.76
Petroleum Products	-	4.92
IT - Software	-	8.8
Construction	-	5.98
Healthcare Services	-	2.31
Other Utilities	-	0.1
Non - Ferrous Metals	-	0.79
Banks	-	12.12
Pharmaceuticals & Biotechnology	-	7.23
Cement & Cement Products	-	1.04
Power	-	1.18
Automobiles	-	4.01
Commercial Services & Supplies	-	0.71
Finance	-	1.96
Insurance	-	2.01
Beverages	-	1.33
Food Products	-	1.27
Aerospace & Defense	-	1.21
Consumer Durables	-	2.66
Retailing	-	3.86
Realty	-	0.89
Transport Services	-	0.88