Franklin India Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

Franklin India Balanced Advantage Fund- Growth

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Invesco India Dynamic Equity Fund - Growth

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Overview

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
Fund	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Moderately High
Asset Size (Cr)	₹2352 Cr	₹905 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	06 Sep 2022	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	160.29%	173%
Expense Ratio	1.97	2.16
Manager	Sandeep Manam	Amit Ganatra
ISIN Code	INF090I01WN2	INF205K01213
Exits Load	Franklin India Balanced Advantage Fund - Regular Plan - 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	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
1 Month	1.79%	2.23%
6 Month	4.1%	6.01%
1 Year	16%	18.1%
3 Year	-	14.2%
5 Year	-	11.89%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
6 Month	-	-
1 Year	11.7%	14.62%
3 Year	-	17.42%
5 Year	-	15.02%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
1 Year	23.46%	11.36%
3 Year	-	10.69%
5 Year	-	10.78%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
Standard Deviation	5.84%	7.47%
Sharp	-	0.81%
Beta	-	1.01%
Alpha	-	3.44%

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Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
Name	Sandeep Manam	Amit Ganatra
Total AUM	₹74256 Cr	₹23585 Cr
Fund Manage	20	5
	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
Others	21.1	33.34
Large Cap	48.44	51.99
Mid Cap	6.41	9.77
Small Cap	10.97	4.9

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
Others	21.1	33.34
Petroleum Products	3.15	4.97
IT - Software	6.61	11.39
Cement & Cement Products	1.72	0.71
Construction	3	6.34
Finance	0.74	2.4
Diversified FMCG	0.97	-
Banks	16.26	11.94
Pharmaceuticals & Biotechnology	2.66	5.95
Ferrous Metals	1.05	-
Healthcare Services	1.42	2.38
Telecom - Services	4.02	1.93
Gas	1.11	-
Industrial Products	1	0.53
Automobiles	3.23	2.42
Agricultural Food & other Products	0.74	-
Oil	0.68	-
Aerospace & Defense	1.03	1.17
Consumer Durables	2.28	2.85
Financial Technology (Fintech)	1.19	-
Capital Markets	0.45	-
Chemicals & Petrochemicals	1.05	-
Power	1.66	1.77
Retailing	1.23	3.46
Insurance	1.02	0.9
Leisure Services	2.72	-
Realty	0.35	0.97
Beverages	1.6	0.99
Auto Components	1.54	-
Textiles & Apparels	0.64	-
Commercial Services & Supplies	0.7	-
Electrical Equipment	-	2.2
Fertilizers & Agrochemicals	-	0.71
Transport Services	-	0.68