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 | Very High |
| Asset Size (Cr) | ₹2075 Cr | ₹770 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 | 1.99 | 2.2 |
| Manager | Sandeep Manam | Amit Ganatra |
| ISIN Code | INF090I01WN2 | INF205K01213 |
| Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 | Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months./365 |
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | 1.06% | 3.18% |
| 6 Month | 10.77% | 14.67% |
| 1 Year | 25.38% | 26.53% |
| 3 Year | - | 12.85% |
| 5 Year | - | 13.32% |
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.11% | 10.82% |
| 3 Year | 19.88% | 25.99% |
| 5 Year | 19.88% | 41.3% |
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 16.35% | 12.53% |
| 3 Year | 22.03% | 31.95% |
| 5 Year | 22.03% | 44.68% |
| Scheme Name | Franklin India Balanced Advantage Fund- Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 5.84% | 7.47% |
| Sharp | - | 0.76% |
| Beta | - | 1.03% |
| Alpha | - | 2.54% |
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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 | 34.73 | 37.61 |
| Large Cap | 51.27 | 52.05 |
| Mid Cap | 5.68 | 5.82 |
| Small Cap | 8.34 | 4.52 |
| Scheme Name |
Franklin India Balanced Advantage Fund- Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 15.58 | 19.86 |
| Energy | 6.35 | 3.18 |
| Consumer Staples | 2.51 | 1.27 |
| Construction | 3.44 | 1.02 |
| Automobile | 2.84 | 3.24 |
| Capital Goods | 3.74 | 7.14 |
| Sovereign | 12.08 | 6.8 |
| Technology | 6.47 | 4.63 |
| Materials | 1.62 | 1.87 |
| Financial | 25.25 | 15.61 |
| Healthcare | 4.09 | 7.72 |
| Metals & Mining | 0.65 | 1.63 |
| Services | 7.14 | 5.46 |
| Consumer Discretionary | 2.79 | 2.14 |
| Communication | 4.51 | 1.74 |
| Insurance | 0.96 | 0.95 |
| Unclassified | - | 15.74 |
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