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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) | ₹17339 Cr | ₹1045 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 | 1.53% | 1.63% |
| 6 Month | 9.68% | 9.4% |
| 1 Year | 2.24% | 1.67% |
| 3 Year | 11.16% | 12.67% |
| 5 Year | 11.94% | 13.01% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 1.99% | 2.79% |
| 1 Year | 7.93% | 7.46% |
| 3 Year | 11.25% | 12.15% |
| 5 Year | 10.89% | 11.75% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 11.55% | 11.13% |
| 3 Year | 11.46% | 10.96% |
| 5 Year | 12.04% | 11% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 7.17% | 7.47% |
| Sharp | 0.57% | 0.84% |
| Beta | - | 0.08% |
| Alpha | - | 6.16% |
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 | 34.78 | 43.89 |
| Large Cap | 49.02 | 47.28 |
| Mid Cap | 10.37 | 7.09 |
| Small Cap | 5.84 | 1.74 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 31.98 | 38.72 |
| Communication Services | 2.91 | 2.63 |
| Energy | 5.48 | 4.54 |
| Industrials | 8.66 | 4.69 |
| Technology | 6.74 | 9.3 |
| Basic Materials | 6.56 | 1.78 |
| Healthcare | 3.69 | 9.27 |
| Financial Services | 17.72 | 14.7 |
| Consumer Defensive | 4.03 | 2.5 |
| Real Estate | 1.6 | 0.81 |
| Utilities | 2.45 | 1.26 |
| Consumer Cyclical | 8.18 | 9.81 |
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