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

Link copied to clipboard!

Franklin India Balanced Advantage Fund- Growth

Invest Now

Invesco India Dynamic Equity Fund - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	Very High Risk
Asset Size (Cr)	₹2352 Cr	₹935 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	2.15
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	-1.22%	-2.17%
6 Month	-2.52%	-4.22%
1 Year	7.23%	6.93%
3 Year	-	11.32%
5 Year	-	10.15%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
6 Month	-	-
1 Year	0.67%	-1.92%
3 Year	-	11.87%
5 Year	-	11.87%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
1 Year	22.65%	11.45%
3 Year	-	10.8%
5 Year	-	10.87%

Scheme Name	Franklin India Balanced Advantage Fund- Growth	Invesco India Dynamic Equity Fund - Growth
Standard Deviation	-	7.47%
Sharp	-	0.6%
Beta	-	1.02%
Alpha	-	2.1%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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