Invesco India Dynamic Equity Fund vs Kotak Balanced Advantage Fund compare

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tortoise-icon Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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tortoise-icon Invesco India Dynamic Equity Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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 Very High
Asset Size (Cr) ₹16986 Cr ₹770 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Jul 2018 04 Oct 2007
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type 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 2.2
Manager Harsha Upadhyaya Amit Ganatra
ISIN Code INF174KA1186 INF205K01213
Exits Load Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365 Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Invesco India Dynamic Equity Fund - Growth
1 Month -2.6% -2.03%
6 Month 6.21% 6.13%
1 Year 17.77% 21.23%
3 Year 10.34% 11.56%
5 Year 11.84% 11.55%

SIP Return Analysis

Scheme Name Kotak Balanced Advantage Fund -Regular Plan - Growth Option Invesco India Dynamic Equity Fund - Growth
6 Month - -
1 Year 15% 15.7%
3 Year 14.6% 16.99%
5 Year 13.53% 14.61%

Rolling Lumpsum Returns

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%

Risk Management

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% 0.7%
Beta 0.76% 1.01%
Alpha 2.13% 3.08%

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Fund Managers

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

Market Cap

Scheme Name

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Invesco India Dynamic Equity Fund - Growth

Others 38.48 37.61
Large Cap 33.63 52.05
Small Cap 1.77 4.52
Mid Cap 6.83 5.82

Sector Allocation

Scheme Name

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Invesco India Dynamic Equity Fund - Growth

Others 22.67 19.86
Consumer Staples 3.11 1.27
Metals & Mining 2.47 1.63
Services 1.25 5.46
Healthcare 1.44 7.72
Energy 4.3 3.18
Financial 18.22 15.61
Materials 0.41 1.87
Automobile 3.32 3.24
Communication 0.49 1.74
Sovereign 15.91 6.8
Technology 2.34 4.63
Construction 2.02 1.02
Chemicals 0.83 -
Capital Goods 1.46 7.14
Consumer Discretionary 0.47 2.14
Insurance - 0.95
Unclassified - 15.74

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