Invesco India Dynamic Equity Fund vs Baroda BNP Paribas Balanced Advantage Fund compare

Link copied to clipboard!

Invesco India Dynamic Equity Fund - Growth

Invest Now

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1050 Cr	₹4362 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

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month	1.14%	2.06%
6 Month	4.2%	8.33%
1 Year	2.94%	6.45%
3 Year	12.49%	14%
5 Year	12.01%	13.7%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month	2.34%	3.47%
1 Year	8.44%	14.37%
3 Year	11.62%	13.63%
5 Year	11.52%	13.16%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	10.96%	13.93%
3 Year	11.02%	14.44%
5 Year	11.04%	15.82%

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation	7.47%	9.37%
Sharp	0.85%	0.77%
Beta	0.11%	1.29%
Alpha	6.08%	0.66%

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

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Large Cap	70.64	44.65
Others	20.85	25.79
Small Cap	1.65	9.95
Mid Cap	6.86	19.6

Scheme Name	Invesco India Dynamic Equity Fund - Growth	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Others	34.22	16.05
Telecom - Services	2.53	-
Petroleum Products	4.39	-
IT - Software	7.65	-
Construction	5.03	-
Healthcare Services	2.26	-
Other Utilities	0.09	-
Non - Ferrous Metals	0.89	-
Banks	13.14	-
Pharmaceuticals & Biotechnology	6.55	-
Cement & Cement Products	0.96	-
Power	1.05	-
Automobiles	4.98	-
Commercial Services & Supplies	0.58	-
Finance	1.96	-
Insurance	1.87	-
Beverages	1.04	-
Food Products	1.28	-
Aerospace & Defense	1.43	-
Consumer Durables	2.43	-
Retailing	4.06	-
Realty	0.75	-
Transport Services	0.86	-
Energy	-	5.26
Technology	-	5.93
Industrials	-	10.2
Basic Materials	-	3.03
Financial Services	-	25.86
Consumer Defensive	-	6.04
Healthcare	-	6.09
Real Estate	-	4.19
Consumer Cyclical	-	11.56
Utilities	-	1.49
Communication Services	-	4.31