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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
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 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | 3.05% | 2.77% |
| 6 Month | -2.91% | -6.14% |
| 1 Year | 7.24% | 5.35% |
| 3 Year | - | 10.99% |
| 5 Year | - | 15.75% |
SIP Return Analysis
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | -0.89% | -3.03% |
| 1 Year | 0.8% | -2.41% |
| 3 Year | - | 12.19% |
| 5 Year | - | 11.85% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 21.95% | 11.45% |
| 3 Year | - | 10.8% |
| 5 Year | - | 10.87% |
Risk Management
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | - | 7.47% |
| Sharp | - | 0.54% |
| Beta | - | 1.05% |
| Alpha | - | 1.84% |
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Fund Managers
| 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 |
| Funds Managed | 20 | 5 |
| Franklin India Balanced Advantage Fund- Growth | Invesco India Dynamic Equity Fund - Growth |
Market Cap
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 33.89 | 36.75 |
| Large Cap | 47.44 | 49.88 |
| Mid Cap | 8.31 | 9.68 |
| Small Cap | 10.37 | 3.68 |
Sector Allocation
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 34.49 | 34.7 |
| Energy | 3.72 | 4.57 |
| Technology | 6.52 | 10.71 |
| Industrials | 7.65 | 10.14 |
| Consumer Defensive | 3.28 | 1.98 |
| Financial Services | 18.96 | 13.67 |
| Healthcare | 3.86 | 8.59 |
| Basic Materials | 3.4 | 1.68 |
| Communication Services | 4.05 | 2.05 |
| Utilities | 3.23 | 2.98 |
| Consumer Cyclical | 10.13 | 7.94 |
| Real Estate | 0.71 | 0.99 |
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