Invesco India Dynamic Equity Fund vs Nippon India Balanced Advantage Fund compare

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Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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Invesco India Dynamic Equity Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Invesco India Dynamic Equity Fund - Growth
Fund	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Invesco India Dynamic Equity Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹8282 Cr	₹935 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	15 Nov 2004	04 Oct 2007
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate Index	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	334%	173%
Expense Ratio	1.76	2.15
Manager	Ashutosh Bhargava	Amit Ganatra
ISIN Code	INF204K01596	INF205K01213
Exits Load	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./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

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Invesco India Dynamic Equity Fund - Growth
1 Month	-0.8%	4.49%
6 Month	1.98%	-1.53%
1 Year	12.89%	7.76%
3 Year	11.83%	14.01%
5 Year	12.32%	14.34%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Invesco India Dynamic Equity Fund - Growth
6 Month	-	0.4%
1 Year	8.2%	-0.13%
3 Year	14.52%	12.03%
5 Year	13.96%	11.56%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Invesco India Dynamic Equity Fund - Growth
1 Year	14.38%	11.45%
3 Year	11.8%	10.8%
5 Year	12.32%	10.87%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Invesco India Dynamic Equity Fund - Growth
Standard Deviation	6.21%	7.47%
Sharp	0.79%	0.78%
Beta	0.86%	1.04%
Alpha	2.82%	1.33%

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Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Invesco India Dynamic Equity Fund - Growth
Name	Ashutosh Bhargava	Amit Ganatra
Total AUM	₹121448 Cr	₹23585 Cr
Funds Managed	12	5
	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Invesco India Dynamic Equity Fund - Growth

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Invesco India Dynamic Equity Fund - Growth
Others	41.92	32.96
Large Cap	51.08	56.2
Mid Cap	11.66	8.79
Small Cap	7.54	2.05

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Invesco India Dynamic Equity Fund - Growth
Others	41.92	32.96
Petroleum Products	2.38	4.57
IT - Software	7.22	9.2
Cement & Cement Products	1.12	1.02
IT - Services	0.27	-
Construction	2.1	6.4
Consumer Durables	2.52	2.35
Diversified FMCG	3.49	-
Banks	15.43	11.51
Automobiles	2.54	3.89
Aerospace & Defense	0.98	1.19
Electrical Equipment	1.62	-
Pharmaceuticals & Biotechnology	1.85	7.09
Ferrous Metals	0.52	-
Realty	1.82	0.9
Transport Infrastructure	2.16	-
Personal Products	1.61	-
Industrial Products	0.4	0.17
Telecom - Services	4.13	2.59
Insurance	2.85	1.89
Finance	1.76	2.03
Transport Services	0.46	0.88
Retailing	1.61	3.52
Power	3.35	1.21
Financial Technology (Fintech)	1.09	-
Healthcare Services	0.24	2.27
Auto Components	1.47	-
Diversified	0.55	-
Other Utilities	0.36	0.26
Beverages	1.42	1.41
Textiles & Apparels	0.74	-
Food Products	0.52	1.06
Leisure Services	1.7	-
Non - Ferrous Metals	-	0.88
Commercial Services & Supplies	-	0.75