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Invesco India Dynamic Equity Fund vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹17475 Cr | ₹1050 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Aug 2018 | 04 Oct 2007 |
| 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 | 285.96% | 173% |
| Expense Ratio | 1.66 | 2.15 |
| Manager | Harsha Upadhyaya | Amit Ganatra |
| ISIN Code | INF174KA1186 | INF205K01213 |
| Exits Load | Kotak Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | 1.87% | 2.4% |
| 6 Month | 4.63% | 4.99% |
| 1 Year | 6.17% | 4.51% |
| 3 Year | 11.93% | 12.88% |
| 5 Year | 11.99% | 12.62% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 0.17% | -0.24% |
| 1 Year | 5.77% | 3.57% |
| 3 Year | 9.75% | 9.9% |
| 5 Year | 10.08% | 10.56% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 11.32% | 10.96% |
| 3 Year | 11.45% | 11.02% |
| 5 Year | 12.01% | 11.04% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 7.06% | 7.47% |
| Sharp | 0.72% | 0.85% |
| Beta | 0.98% | 0.11% |
| Alpha | 0.07% | 6.08% |
Fund Managers
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Amit Ganatra |
| Total AUM | ₹139411 Cr | ₹23585 Cr |
| Funds Managed | 11 | 5 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
Market Cap
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 35.3 | 40.13 |
| Large Cap | 48.26 | 51.47 |
| Mid Cap | 9.82 | 6.75 |
| Small Cap | 6.62 | 1.65 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 32.34 | 35.11 |
| Communication Services | 2.84 | 2.53 |
| Energy | 5.46 | 4.39 |
| Industrials | 8.01 | 7.91 |
| Technology | 6.46 | 8.67 |
| Basic Materials | 6.39 | 1.85 |
| Healthcare | 3.63 | 8.81 |
| Financial Services | 18.35 | 16.07 |
| Consumer Defensive | 3.59 | 2.32 |
| Consumer Cyclical | 8.85 | 10.46 |
| Real Estate | 1.57 | 0.75 |
| Utilities | 2.52 | 1.14 |
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