Invesco India Dynamic Equity Fund vs Kotak Balanced Advantage Fund compare

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Kotak Balanced Advantage Fund -Regular Plan - Growth Option

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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 Risk	Very High Risk
Asset Size (Cr)	₹16649 Cr	₹935 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	1.66	2.15
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%	-2.17%
6 Month	-3.9%	-4.22%
1 Year	7.4%	6.93%
3 Year	9.87%	11.32%
5 Year	10.72%	10.15%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
6 Month	-	-
1 Year	-0.97%	-1.92%
3 Year	10%	11.87%
5 Year	10.88%	11.87%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
1 Year	12.38%	11.45%
3 Year	11.42%	10.8%
5 Year	11.8%	10.87%

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
Standard Deviation	6.467%	7.47%
Sharp	0.654%	0.6%
Beta	-	1.02%
Alpha	-	2.1%

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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	30.7	33.34
Large Cap	40.06	51.99
Mid Cap	9.49	9.77
Small Cap	6.46	4.9

Scheme Name	Kotak Balanced Advantage Fund -Regular Plan - Growth Option	Invesco India Dynamic Equity Fund - Growth
Others	30.22	33.34
Cement and Cement Products	0.1	-
Telecom - Services	1.97	1.93
Petroleum Products	3.08	4.97
Industrial Products	1.54	0.53
IT - Software	8.36	11.39
Pharmaceuticals & Biotechnology	1.15	5.95
Construction	1.93	6.34
Banks	9.74	11.94
Diversified FMCG	2.75	-
Non - Ferrous Metals	0.39	-
Cement & Cement Products	0.8	0.71
Ferrous Metals	0.04	-
Realty	2.06	0.97
Healthcare Services	1.19	2.38
Power	1.67	1.77
Automobiles	2.94	2.42
Personal Products	0.52	-
Transport Services	1.31	0.68
Finance	1.78	2.4
Gas	0.79	-
Fertilizers & Agrochemicals	1.05	0.71
Consumer Durables	0.82	2.85
Electrical Equipment	0.74	2.2
Diversified Metals	-0.01	-
Agricultural, Commercial & Construction Vehicles	0.2	-
Oil	0.39	-
Aerospace & Defense	0.52	1.17
Auto Components	2.97	-
Chemicals & Petrochemicals	0.77	-
Retailing	1.38	3.46
Financial Technology (Fintech)	0.71	-
Metals & Minerals Trading	-0.01	-
Consumable Fuels	0.19	-
Capital Markets	0.09	-
Pharmaceuticals and Biotechnology	0.43	-
Transport Infrastructure	-0.01	-
Insurance	0.93	0.9
Leisure Services	0.05	-
Beverages	0.85	0.99
Industrial Manufacturing	0.32	-