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	0.13%	-0.29%
6 Month	1.3%	1.29%
1 Year	4.69%	3%
3 Year	13.05%	13.04%
5 Year	-	10.61%

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	13.49%	10.69%
3 Year	12.84%	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	32.93
Large Cap	52.6	59
Small Cap	8.38	1.48
Mid Cap	6.04	6.59

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
Others	16.18	27.06
Petroleum Products	3.5	-
IT - Software	4.52	-
Construction	3.2	-
Diversified FMCG	0.75	-
Banks	15.93	-
CRISIL AAA	1.59	-
Pharmaceuticals & Biotechnology	2.24	-
Aerospace & Defense	1.83	-
Ferrous Metals	1.44	-
Automobiles	1.79	-
Healthcare Services	2.24	-
Finance	1.34	-
Telecom - Services	5.02	-
Gas	1.72	-
Industrial Products	0.45	-
Agricultural Food & other Products	0.81	-
Agricultural, Commercial & Construction Vehicles	0.6	-
Realty	0.84	-
Food Products	1.01	-
Consumer Durables	1.93	-
Auto Components	1.82	-
Financial Technology (Fintech)	0.98	-
Cement & Cement Products	1.65	-
Power	2.09	-
Chemicals & Petrochemicals	0.27	-
Fertilizers & Agrochemicals	0.7	-
Transport Services	0.95	-
Retailing	2.13	-
Capital Markets	0.19	-
Insurance	1.79	-
Leisure Services	1.5	-
Beverages	1.23	-
Textiles & Apparels	0.11	-
Commercial Services & Supplies	0.45	-
Communication Services	-	3.99
Energy	-	4.72
Technology	-	9.31
Industrials	-	8.39
Healthcare	-	8.68
Financial Services	-	18.64
Utilities	-	1.32
Basic Materials	-	1.78
Consumer Cyclical	-	12.44
Consumer Defensive	-	2.93
Real Estate	-	0.75