Invesco India Dynamic Equity Fund vs Baroda BNP Paribas Balanced Advantage Fund compare
Invesco India Dynamic Equity Fund - Growth
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
Overview
Scheme Name | Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Fund | Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹935 Cr | ₹4078 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 04 Oct 2007 | 13 Nov 2018 |
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 | 173% | 173% |
Expense Ratio | 2.15 | 1.89 |
Manager | Amit Ganatra | Miten Vora |
ISIN Code | INF205K01213 | INF955L01HC4 |
Exits Load | Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Month | 2.18% | 2.23% |
6 Month | -1.12% | 0.03% |
1 Year | 7.36% | 6.83% |
3 Year | 13.02% | 13.42% |
5 Year | 14.22% | 17.04% |
SIP Return Analysis
Scheme Name | Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
6 Month | 0.31% | 1.39% |
1 Year | -0.05% | 0.81% |
3 Year | 12.71% | 13.07% |
5 Year | 12.04% | 12.98% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Year | 11.45% | 15.87% |
3 Year | 10.8% | 14.5% |
5 Year | 10.87% | 15.77% |
Risk Management
Scheme Name | Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | 7.47% | 10.009% |
Sharp | 0.5% | 0.418% |
Beta | 1.04% | - |
Alpha | 1.87% | - |
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Fund Managers
Scheme Name | Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Name | Amit Ganatra | Miten Vora |
Total AUM | ₹23585 Cr | ₹6478 Cr |
Funds Managed | 5 | 6 |
Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Market Cap
Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 38.08 | 31.15 |
Large Cap | 51.65 | 42.99 |
Mid Cap | 8.26 | 14.66 |
Small Cap | 2.02 | 11.21 |
Sector Allocation
Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 35.78 | 26.01 |
Communication Services | 2.29 | 3.73 |
Energy | 4.41 | 7.58 |
Technology | 10.19 | 7.73 |
Industrials | 8.83 | 12.94 |
Financial Services | 15.2 | 22.52 |
Healthcare | 8.82 | 6.54 |
Consumer Cyclical | 8.67 | 6.34 |
Utilities | 1.31 | 3.08 |
Basic Materials | 1.67 | 0.99 |
Consumer Defensive | 1.99 | 2.53 |
Real Estate | 0.84 | - |
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