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Invesco India Dynamic Equity Fund vs Baroda BNP Paribas Balanced Advantage Fund compare
Invesco India Dynamic Equity Fund - Growth
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Fund | Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹935 Cr | ₹4078 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 04 Oct 2007 | 13 Nov 2018 |
| 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 | 173% | 173% |
| Expense Ratio | 2.15 | 1.89 |
| Manager | Amit Ganatra | Miten Vora |
| ISIN Code | INF205K01213 | INF955L01HC4 |
| Exits Load | Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | -2.9% | -2.42% |
| 6 Month | -7.06% | -8.94% |
| 1 Year | 4.92% | 3.11% |
| 3 Year | 11.63% | 11.1% |
| 5 Year | 12.93% | 15.91% |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | -5.93% | -6.61% |
| 1 Year | -7.38% | -10.13% |
| 3 Year | 10.34% | 9.41% |
| 5 Year | 10.76% | 11.15% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 11.45% | 15.87% |
| 3 Year | 10.8% | 14.5% |
| 5 Year | 10.87% | 15.77% |
Risk Management
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 7.47% | 10.009% |
| Sharp | 0.54% | 0.418% |
| Beta | 1.05% | - |
| Alpha | 1.84% | - |
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Fund Managers
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Name | Amit Ganatra | Miten Vora |
| Total AUM | ₹23585 Cr | ₹6478 Cr |
| Funds Managed | 5 | 6 |
| Invesco India Dynamic Equity Fund - Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Market Cap
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 36.75 | 31.15 |
| Large Cap | 49.88 | 42.99 |
| Mid Cap | 9.68 | 14.66 |
| Small Cap | 3.68 | 11.21 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 34.7 | 26.01 |
| Communication Services | 2.05 | 3.73 |
| Energy | 4.57 | 7.58 |
| Industrials | 10.14 | 12.94 |
| Technology | 10.71 | 7.73 |
| Consumer Cyclical | 7.94 | 6.34 |
| Financial Services | 13.67 | 22.52 |
| Healthcare | 8.59 | 6.54 |
| Utilities | 2.98 | 3.08 |
| Basic Materials | 1.68 | 0.99 |
| Consumer Defensive | 1.98 | 2.53 |
| Real Estate | 0.99 | - |
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