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

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tortoise-icon Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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

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