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Kotak Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

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tortoise-icon Kotak Balanced Advantage Fund -Regular Plan - Growth 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 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) ₹16649 Cr ₹935 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 2.11% 1.84%
6 Month 3.13% 0.3%
1 Year 10.31% 6.67%
3 Year 13.32% 14.53%
5 Year 15.87% 14.96%

SIP Return Analysis

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Invesco India Dynamic Equity Fund - Growth
6 Month 5.26% 3.4%
1 Year 9.37% 5.27%
3 Year 13.48% 13.95%
5 Year 12.25% 12.66%

Rolling Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Invesco India Dynamic Equity Fund - Growth
1 Year 12.38% 11.45%
3 Year 11.42% 10.8%
5 Year 11.8% 10.87%

Risk Management

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Invesco India Dynamic Equity Fund - Growth
Standard Deviation 7.209% 7.47%
Sharp 0.403% 0.78%
Beta - 1.04%
Alpha - 1.33%

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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 33.82 32.96
Large Cap 50.18 56.2
Mid Cap 10.11 8.79
Small Cap 5.89 2.05

Sector Allocation

Scheme Name

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Invesco India Dynamic Equity Fund - Growth

Others 32.99 32.96
Communication Services 2.42 -
Energy 4.49 -
Industrials 8.3 -
Technology 9.8 -
Healthcare 3.72 -
Financial Services 15.04 -
Consumer Defensive 4.48 -
Basic Materials 6.4 -
Real Estate 1.74 -
Utilities 2.61 -
Consumer Cyclical 8.03 -
Telecom - Services - 2.59
Petroleum Products - 4.57
IT - Software - 9.2
Construction - 6.4
Healthcare Services - 2.27
Other Utilities - 0.26
Non - Ferrous Metals - 0.88
Banks - 11.51
Pharmaceuticals & Biotechnology - 7.09
Cement & Cement Products - 1.02
Power - 1.21
Automobiles - 3.89
Commercial Services & Supplies - 0.75
Finance - 2.03
Insurance - 1.89
Beverages - 1.41
Food Products - 1.06
Aerospace & Defense - 1.19
Consumer Durables - 2.35
Industrial Products - 0.17
Retailing - 3.52
Realty - 0.9
Transport Services - 0.88

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