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) ₹2075 Cr ₹770 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 1.99 2.2
Manager Sandeep Manam Amit Ganatra
ISIN Code INF090I01WN2 INF205K01213
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months./365

Trailing Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth Invesco India Dynamic Equity Fund - Growth
1 Month 1.06% 3.18%
6 Month 10.77% 14.67%
1 Year 25.38% 26.53%
3 Year - 12.85%
5 Year - 13.32%

SIP Return Analysis

Scheme Name Franklin India Balanced Advantage Fund- Growth Invesco India Dynamic Equity Fund - Growth
6 Month - -
1 Year 11.11% 10.82%
3 Year 19.88% 25.99%
5 Year 19.88% 41.3%

Rolling Lumpsum Returns

Scheme Name Franklin India Balanced Advantage Fund- Growth Invesco India Dynamic Equity Fund - Growth
1 Year 16.35% 12.53%
3 Year 22.03% 31.95%
5 Year 22.03% 44.68%

Risk Management

Scheme Name Franklin India Balanced Advantage Fund- Growth Invesco India Dynamic Equity Fund - Growth
Standard Deviation 5.84% 7.47%
Sharp - 0.76%
Beta - 1.03%
Alpha - 2.54%

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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
Fund Manage 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 34.73 37.61
Large Cap 51.27 52.05
Mid Cap 5.68 5.82
Small Cap 8.34 4.52

Sector Allocation

Scheme Name

Franklin India Balanced Advantage Fund- Growth

Invesco India Dynamic Equity Fund - Growth

Others 15.58 19.86
Energy 6.35 3.18
Consumer Staples 2.51 1.27
Construction 3.44 1.02
Automobile 2.84 3.24
Capital Goods 3.74 7.14
Sovereign 12.08 6.8
Technology 6.47 4.63
Materials 1.62 1.87
Financial 25.25 15.61
Healthcare 4.09 7.72
Metals & Mining 0.65 1.63
Services 7.14 5.46
Consumer Discretionary 2.79 2.14
Communication 4.51 1.74
Insurance 0.96 0.95
Unclassified - 15.74

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