Kotak Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

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Kotak Balanced Advantage Fund -Regular Plan - Growth 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	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

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
1 Month	1.07%	1.09%
6 Month	0.49%	-2.35%
1 Year	7.88%	6.33%
3 Year	13.98%	15.61%
5 Year	14.19%	13.95%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
6 Month	5.29%	4.11%
1 Year	7.97%	4.51%
3 Year	12.56%	13.03%
5 Year	11.72%	12.22%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
1 Year	11.85%	11.29%
3 Year	11.38%	10.91%
5 Year	11.87%	10.92%

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%	0.94%
Beta	-	1.05%
Alpha	-	1.14%

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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

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
Others	33.82	31.98
Large Cap	50.18	57.4
Mid Cap	10.11	8.87
Small Cap	5.89	1.75

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
Others	32.99	31.98
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	-	2.76
Petroleum Products	-	4.92
IT - Software	-	8.8
Construction	-	5.98
Healthcare Services	-	2.31
Other Utilities	-	0.1
Non - Ferrous Metals	-	0.79
Banks	-	12.12
Pharmaceuticals & Biotechnology	-	7.23
Cement & Cement Products	-	1.04
Power	-	1.18
Automobiles	-	4.01
Commercial Services & Supplies	-	0.71
Finance	-	1.96
Insurance	-	2.01
Beverages	-	1.33
Food Products	-	1.27
Aerospace & Defense	-	1.21
Consumer Durables	-	2.66
Retailing	-	3.86
Realty	-	0.89
Transport Services	-	0.88