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Kotak Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
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) | ₹17874 Cr | ₹1121 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 | -0.45% | -0.77% |
| 6 Month | 2.08% | 2.39% |
| 1 Year | 3.55% | 0.81% |
| 3 Year | 11.5% | 12.28% |
| 5 Year | 10.54% | 11.02% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 1.6% | 1.34% |
| 1 Year | 9.76% | 8.67% |
| 3 Year | 10.56% | 10.77% |
| 5 Year | 10.56% | 11.05% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 10.89% | 10.73% |
| 3 Year | 11.54% | 11.11% |
| 5 Year | 11.92% | 11.12% |
Risk Management
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 7.05% | 7.47% |
| Sharp | 0.68% | 0.82% |
| Beta | 0.99% | 1.09% |
| Alpha | 0.24% | 1.02% |
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 | 33.76 | 32.93 |
| Large Cap | 48.49 | 59 |
| Mid Cap | 11.38 | 6.59 |
| Small Cap | 6.36 | 1.48 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 29.86 | 27.06 |
| Communication Services | 3.07 | 3.99 |
| Energy | 5.6 | 4.72 |
| Industrials | 7.82 | 8.39 |
| Technology | 9.24 | 9.31 |
| Basic Materials | 6.29 | 1.78 |
| Healthcare | 3.36 | 8.68 |
| Financial Services | 18.76 | 18.64 |
| Consumer Defensive | 3.36 | 2.93 |
| Consumer Cyclical | 8.76 | 12.44 |
| Real Estate | 1.64 | 0.75 |
| Utilities | 2.23 | 1.32 |
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