Franklin India Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare
Franklin India Balanced Advantage Fund- Growth
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
| 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 | -2.07% | -3.78% |
| 6 Month | 0.17% | -0.45% |
| 1 Year | 11.25% | 11.44% |
| 3 Year | - | 11.29% |
| 5 Year | - | 11.19% |
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.66% | 6.22% |
| 3 Year | - | 14.69% |
| 5 Year | - | 13.42% |
| 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 | - | 0.74% |
| Beta | - | 1% |
| Alpha | - | 3.82% |
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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 |
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