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Franklin India Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

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tortoise-icon Franklin India Balanced Advantage Fund- Growth

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth Invesco India Dynamic Equity Fund - Growth
1 Month 2.19% 2.2%
6 Month 1.55% -0.67%
1 Year 8.33% 7.29%
3 Year - 13.01%
5 Year - 13.8%

SIP Return Analysis

Scheme Name Franklin India Balanced Advantage Fund- Growth Invesco India Dynamic Equity Fund - Growth
6 Month 1.82% 0.31%
1 Year 3.43% -0.05%
3 Year - 12.71%
5 Year - 12.04%

Rolling Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth Invesco India Dynamic Equity Fund - Growth
1 Year 21.95% 11.45%
3 Year - 10.8%
5 Year - 10.87%

Risk Management

Scheme Name Franklin India Balanced Advantage Fund- Growth Invesco India Dynamic Equity Fund - Growth
Standard Deviation - 7.47%
Sharp - 0.5%
Beta - 1.04%
Alpha - 1.87%

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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 33.89 38.08
Large Cap 47.44 51.65
Mid Cap 8.31 8.26
Small Cap 10.37 2.02

Sector Allocation

Scheme Name

Franklin India Balanced Advantage Fund- Growth

Invesco India Dynamic Equity Fund - Growth

Others 34.49 35.78
Energy 3.72 4.41
Technology 6.52 10.19
Industrials 7.65 8.83
Consumer Defensive 3.28 1.99
Financial Services 18.96 15.2
Healthcare 3.86 8.82
Basic Materials 3.4 1.67
Communication Services 4.05 2.29
Utilities 3.23 1.31
Consumer Cyclical 10.13 8.67
Real Estate 0.71 0.84

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