Invesco India Dynamic Equity Fund vs Nippon India Balanced Advantage Fund compare
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Fund | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Invesco India Dynamic Equity Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8282 Cr | ₹770 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 15 Nov 2004 | 04 Oct 2007 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 334% | 173% |
| Expense Ratio | 1.76 | 2.2 |
| Manager | Ashutosh Bhargava | Amit Ganatra |
| ISIN Code | INF204K01596 | INF205K01213 |
| Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 | Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months./365 |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | 3.09% | 3.18% |
| 6 Month | 14.02% | 14.67% |
| 1 Year | 24.89% | 26.53% |
| 3 Year | 12.8% | 12.85% |
| 5 Year | 14.21% | 13.32% |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.75% | 10.82% |
| 3 Year | 24.88% | 25.99% |
| 5 Year | 43.32% | 41.3% |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 13.6% | 12.53% |
| 3 Year | 33.64% | 31.95% |
| 5 Year | 46.21% | 44.68% |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 6.21% | 7.47% |
| Sharp | 0.87% | 0.76% |
| Beta | 0.85% | 1.03% |
| Alpha | 2.9% | 2.54% |
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| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Name | Ashutosh Bhargava | Amit Ganatra |
| Total AUM | ₹121448 Cr | ₹23585 Cr |
| Fund Manage | 12 | 5 |
| Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Invesco India Dynamic Equity Fund - Growth |
| Scheme Name |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 24.97 | 37.61 |
| Large Cap | 50.08 | 52.05 |
| Mid Cap | 10.11 | 5.82 |
| Small Cap | 2.14 | 4.52 |
| Scheme Name |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 11.62 | 19.86 |
| Healthcare | 1.79 | 7.72 |
| Automobile | 5 | 3.24 |
| Financial | 27.5 | 15.61 |
| Capital Goods | 3.94 | 7.14 |
| Services | 1.66 | 5.46 |
| Technology | 5.05 | 4.63 |
| Communication | 4.27 | 1.74 |
| Metals & Mining | 2.52 | 1.63 |
| Consumer Discretionary | 0.56 | 2.14 |
| Textiles | 0.6 | - |
| Consumer Staples | 6.86 | 1.27 |
| Materials | 0.86 | 1.87 |
| Construction | 2.11 | 1.02 |
| Energy | 6.09 | 3.18 |
| Sovereign | 6.38 | 6.8 |
| Diversified | 0.49 | - |
| Insurance | - | 0.95 |
| Unclassified | - | 15.74 |
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