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	2.85%	2.2%
6 Month	1.12%	-0.67%
1 Year	9.98%	7.29%
3 Year	11.81%	13.01%
5 Year	14.34%	13.8%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
6 Month	2.11%	0.31%
1 Year	3.39%	-0.05%
3 Year	11.94%	12.71%
5 Year	11.48%	12.04%

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%	0.5%
Beta	-	1.04%
Alpha	-	1.87%

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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	38.08
Large Cap	50.18	51.65
Mid Cap	10.11	8.26
Small Cap	5.89	2.02

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
Others	32.99	35.78
Communication Services	2.42	2.29
Energy	4.49	4.41
Industrials	8.3	8.83
Technology	9.8	10.19
Healthcare	3.72	8.82
Financial Services	15.04	15.2
Consumer Defensive	4.48	1.99
Basic Materials	6.4	1.67
Real Estate	1.74	0.84
Utilities	2.61	1.31
Consumer Cyclical	8.03	8.67