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

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)	₹2748 Cr	₹1034 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	0.23%	0.71%
6 Month	6.87%	7.23%
1 Year	4.49%	3.56%
3 Year	-	13.33%
5 Year	-	12.71%

SIP Return Analysis

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
6 Month	1.91%	2.71%
1 Year	5.35%	4.49%
3 Year	-	11.83%
5 Year	-	11.61%

Rolling Lumpsum Returns

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
1 Year	18.8%	11.13%
3 Year	-	10.96%
5 Year	-	11%

Risk Management

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
Standard Deviation	-	7.47%
Sharp	-	1.01%
Beta	-	0.11%
Alpha	-	7.1%

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	34.57	43.89
Large Cap	49.55	47.28
Mid Cap	6.41	7.09
Small Cap	9.47	1.74

Sector Allocation

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
Others	34.57	38.72
Energy	3.18	4.54
Technology	5.28	9.3
Industrials	6.89	4.69
Consumer Defensive	2.97	2.5
Financial Services	19.85	14.7
Healthcare	4.32	9.27
Basic Materials	3.98	1.78
Consumer Cyclical	10.45	9.81
Communication Services	3.97	2.63
Utilities	3.94	1.26
Real Estate	0.59	0.81

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