Invesco India Dynamic Equity Fund vs Kotak Balanced Advantage Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Fund | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹16752 Cr | ₹905 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Aug 2018 | 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 | 285.96% | 173% |
| Expense Ratio | 1.65 | 2.16 |
| Manager | Harsha Upadhyaya | Amit Ganatra |
| ISIN Code | INF174KA1186 | INF205K01213 |
| Exits Load | Kotak Balanced Advantage Fund - 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 | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | 1.92% | 2.64% |
| 6 Month | 4.83% | 6.2% |
| 1 Year | 15.23% | 16.96% |
| 3 Year | 11.47% | 13.46% |
| 5 Year | 12.11% | 12.02% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 12.55% | 14.62% |
| 3 Year | 14.4% | 17.42% |
| 5 Year | 13.5% | 15.02% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 12.19% | 11.36% |
| 3 Year | 11.44% | 10.69% |
| 5 Year | 11.76% | 10.78% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 5.45% | 7.47% |
| Sharp | 0.94% | 0.81% |
| Beta | 0.76% | 1.01% |
| Alpha | 2.13% | 3.44% |
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| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Amit Ganatra |
| Total AUM | ₹139411 Cr | ₹23585 Cr |
| Fund Manage | 11 | 5 |
| Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 38.48 | 33.34 |
| Large Cap | 33.63 | 51.99 |
| Small Cap | 1.77 | 4.9 |
| Mid Cap | 6.83 | 9.77 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 22.67 | 33.34 |
| Consumer Staples | 3.11 | - |
| Metals & Mining | 2.47 | - |
| Services | 1.25 | - |
| Healthcare | 1.44 | - |
| Energy | 4.3 | - |
| Financial | 18.22 | - |
| Materials | 0.41 | - |
| Automobile | 3.32 | - |
| Communication | 0.49 | - |
| Sovereign | 15.91 | - |
| Technology | 2.34 | - |
| Construction | 2.02 | 6.34 |
| Chemicals | 0.83 | - |
| Capital Goods | 1.46 | - |
| Consumer Discretionary | 0.47 | - |
| Cement & Cement Products | - | 0.71 |
| Telecom - Services | - | 1.93 |
| Petroleum Products | - | 4.97 |
| Electrical Equipment | - | 2.2 |
| IT - Software | - | 11.39 |
| Finance | - | 2.4 |
| Healthcare Services | - | 2.38 |
| Retailing | - | 3.46 |
| Banks | - | 11.94 |
| Pharmaceuticals & Biotechnology | - | 5.95 |
| Automobiles | - | 2.42 |
| Insurance | - | 0.9 |
| Beverages | - | 0.99 |
| Aerospace & Defense | - | 1.17 |
| Consumer Durables | - | 2.85 |
| Industrial Products | - | 0.53 |
| Realty | - | 0.97 |
| Fertilizers & Agrochemicals | - | 0.71 |
| Transport Services | - | 0.68 |
| Power | - | 1.77 |
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