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

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tortoise-icon Invesco India Dynamic Equity Fund - Growth

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

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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) ₹1024 Cr ₹4413 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 -0.99% -1.11%
6 Month 5.03% 8.96%
1 Year 3.2% 5.58%
3 Year 14.05% 15.21%
5 Year 12.74% 15.3%

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month 3.57% 5.64%
1 Year 5.6% 10.67%
3 Year 12.97% 14.64%
5 Year 12.31% 13.8%

Rolling Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 11.29% 14.9%
3 Year 10.91% 14.38%
5 Year 10.92% 15.85%

Risk Management

Scheme Name Invesco India Dynamic Equity Fund - Growth Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 7.47% 9.80%
Sharp 1.24% 1.12%
Beta 1.04% -
Alpha 1.79% -

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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 37.94 31.42
Large Cap 53 41.17
Mid Cap 7.38 16.93
Small Cap 1.68 10.48

Sector Allocation

Scheme Name

Invesco India Dynamic Equity Fund - Growth

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

Others 32.34 22.13
Communication Services 2.82 4.82
Energy 4.95 5.91
Technology 10.07 5.34
Industrials 9.34 10.96
Healthcare 9.07 6.78
Utilities 1.26 2.32
Basic Materials 1.84 1.37
Financial Services 14.79 26.33
Consumer Cyclical 10.23 7.53
Consumer Defensive 2.38 3.63
Real Estate 0.91 2.87

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