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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 | 1.09% | 3.1% |
| 6 Month | -2.35% | 0.56% |
| 1 Year | 6.33% | 7.68% |
| 3 Year | 15.61% | 17.5% |
| 5 Year | 13.95% | 17.23% |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 4.11% | 7.58% |
| 1 Year | 4.51% | 10.51% |
| 3 Year | 13.03% | 14.87% |
| 5 Year | 12.22% | 13.89% |
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% | 10.009% |
| Sharp | 0.94% | 0.418% |
| Beta | 1.05% | - |
| Alpha | 1.14% | - |
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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 | 31.98 | 31.15 |
| Large Cap | 57.4 | 42.99 |
| Mid Cap | 8.87 | 14.66 |
| Small Cap | 1.75 | 11.21 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 31.98 | 26.01 |
| Telecom - Services | 2.76 | - |
| Petroleum Products | 4.92 | - |
| IT - Software | 8.8 | - |
| Construction | 5.98 | - |
| Healthcare Services | 2.31 | - |
| Other Utilities | 0.1 | - |
| Non - Ferrous Metals | 0.79 | - |
| Banks | 12.12 | - |
| Pharmaceuticals & Biotechnology | 7.23 | - |
| Cement & Cement Products | 1.04 | - |
| Power | 1.18 | - |
| Automobiles | 4.01 | - |
| Commercial Services & Supplies | 0.71 | - |
| Finance | 1.96 | - |
| Insurance | 2.01 | - |
| Beverages | 1.33 | - |
| Food Products | 1.27 | - |
| Aerospace & Defense | 1.21 | - |
| Consumer Durables | 2.66 | - |
| Retailing | 3.86 | - |
| Realty | 0.89 | - |
| Transport Services | 0.88 | - |
| Energy | - | 7.58 |
| Industrials | - | 12.94 |
| Technology | - | 7.73 |
| Consumer Cyclical | - | 6.34 |
| Financial Services | - | 22.52 |
| Healthcare | - | 6.54 |
| Basic Materials | - | 0.99 |
| Utilities | - | 3.08 |
| Consumer Defensive | - | 2.53 |
| Communication Services | - | 3.73 |
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