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Baroda BNP Paribas Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare
Invesco India Dynamic Equity Fund - Growth
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Fund | Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹935 Cr | ₹4078 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 04 Oct 2007 | 13 Nov 2018 |
| 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 | 173% | 173% |
| Expense Ratio | 2.15 | 1.89 |
| Manager | Amit Ganatra | Miten Vora |
| ISIN Code | INF205K01213 | INF955L01HC4 |
| Exits Load | Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | 1.98% | 1.96% |
| 6 Month | -0.82% | 0.15% |
| 1 Year | 7.84% | 6.93% |
| 3 Year | 12.68% | 13.09% |
| 5 Year | 14.44% | 17.18% |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 0.31% | 1.39% |
| 1 Year | -0.05% | 0.81% |
| 3 Year | 12.71% | 13.07% |
| 5 Year | 12.04% | 12.98% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 11.45% | 15.87% |
| 3 Year | 10.8% | 14.5% |
| 5 Year | 10.87% | 15.77% |
Risk Management
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 7.47% | 10.009% |
| Sharp | 0.5% | 0.418% |
| Beta | 1.04% | - |
| Alpha | 1.87% | - |
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Fund Managers
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Name | Amit Ganatra | Miten Vora |
| Total AUM | ₹23585 Cr | ₹6478 Cr |
| Funds Managed | 5 | 6 |
| Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Market Cap
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 38.08 | 31.15 |
| Large Cap | 51.65 | 42.99 |
| Mid Cap | 8.26 | 14.66 |
| Small Cap | 2.02 | 11.21 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 35.78 | 26.01 |
| Communication Services | 2.29 | 3.73 |
| Energy | 4.41 | 7.58 |
| Technology | 10.19 | 7.73 |
| Industrials | 8.83 | 12.94 |
| Financial Services | 15.2 | 22.52 |
| Healthcare | 8.82 | 6.54 |
| Consumer Cyclical | 8.67 | 6.34 |
| Utilities | 1.31 | 3.08 |
| Basic Materials | 1.67 | 0.99 |
| Consumer Defensive | 1.99 | 2.53 |
| Real Estate | 0.84 | - |
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