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	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%

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%

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%

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

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