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) | ₹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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