Invesco India Dynamic Equity Fund vs Kotak Balanced Advantage Fund compare

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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Invesco India Dynamic Equity Fund - Growth

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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	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	-2.6%	-3.78%
6 Month	-0.58%	-0.45%
1 Year	11.22%	11.44%
3 Year	10.17%	11.29%
5 Year	11.31%	11.19%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
6 Month	-	-
1 Year	6.2%	6.22%
3 Year	12.39%	14.69%
5 Year	12.23%	13.42%

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%	0.74%
Beta	0.76%	1%
Alpha	2.13%	3.82%

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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	33.66	33.34
Large Cap	42.17	51.99
Mid Cap	8.62	9.77
Small Cap	5.6	4.9

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
Others	33.66	33.34
Telecom - Services	1.66	1.93
Petroleum Products	3.23	4.97
Industrial Products	1.67	0.53
IT - Software	8.36	11.39
Pharmaceuticals & Biotechnology	1.28	5.95
Construction	1.98	6.34
Banks	10.23	11.94
Diversified FMCG	2.81	-
Non - Ferrous Metals	0.54	-
Cement & Cement Products	0.95	0.71
Ferrous Metals	0.05	-
Realty	1.2	0.97
Power	1.71	1.77
Automobiles	3.08	2.42
Personal Products	0.79	-
Transport Services	1.39	0.68
Finance	1.8	2.4
Gas	0.77	-
Fertilizers & Agrochemicals	1.06	0.71
Consumer Durables	0.95	2.85
Electrical Equipment	0.52	2.2
Diversified Metals	-0.01	-
Agricultural, Commercial & Construction Vehicles	0.21	-
Oil	0.42	-
Aerospace & Defense	0.44	1.17
Auto Components	3.07	-
Chemicals & Petrochemicals	0.87	-
Retailing	1.63	3.46
Financial Technology (Fintech)	0.64	-
Metals & Minerals Trading	0	-
Healthcare Services	0.68	2.38
Consumable Fuels	0.21	-
Transport Infrastructure	0	-
Insurance	1.09	0.9
Beverages	0.81	0.99
Industrial Manufacturing	0.3	-