Invesco India Dynamic Equity Fund vs Nippon India Balanced Advantage Fund compare

Link copied to clipboard!

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Invest Now

Invesco India Dynamic Equity Fund - Growth

Invest Now

Chart Comparison

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

Overview

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	Average	Very High
Asset Size (Cr)	₹9190 Cr	₹978 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	2.15
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	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	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Invesco India Dynamic Equity Fund - Growth
1 Month	-0.8%	2.78%
6 Month	1.98%	1.89%
1 Year	12.89%	7.24%
3 Year	11.83%	16.49%
5 Year	12.32%	13.97%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Invesco India Dynamic Equity Fund - Growth
6 Month	-	6.45%
1 Year	8.2%	9.19%
3 Year	14.52%	14.58%
5 Year	13.96%	13.14%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Invesco India Dynamic Equity Fund - Growth
1 Year	14.38%	11.29%
3 Year	11.8%	10.91%
5 Year	12.32%	10.92%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Invesco India Dynamic Equity Fund - Growth
Standard Deviation	7.42%	7.47%
Sharp	0.88%	0.94%
Beta	0.86%	1.05%
Alpha	2.82%	1.14%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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
Funds Managed	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	41.92	31.98
Large Cap	51.08	57.4
Mid Cap	11.66	8.87
Small Cap	7.54	1.75

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Invesco India Dynamic Equity Fund - Growth
Others	41.92	31.98
Petroleum Products	2.38	4.92
IT - Software	7.22	8.8
Cement & Cement Products	1.12	1.04
IT - Services	0.27	-
Construction	2.1	5.98
Consumer Durables	2.52	2.66
Diversified FMCG	3.49	-
Banks	15.43	12.12
Automobiles	2.54	4.01
Aerospace & Defense	0.98	1.21
Electrical Equipment	1.62	-
Pharmaceuticals & Biotechnology	1.85	7.23
Ferrous Metals	0.52	-
Realty	1.82	0.89
Transport Infrastructure	2.16	-
Personal Products	1.61	-
Industrial Products	0.4	-
Telecom - Services	4.13	2.76
Insurance	2.85	2.01
Finance	1.76	1.96
Transport Services	0.46	0.88
Retailing	1.61	3.86
Power	3.35	1.18
Financial Technology (Fintech)	1.09	-
Healthcare Services	0.24	2.31
Auto Components	1.47	-
Diversified	0.55	-
Other Utilities	0.36	0.1
Beverages	1.42	1.33
Textiles & Apparels	0.74	-
Food Products	0.52	1.27
Leisure Services	1.7	-
Non - Ferrous Metals	-	0.79
Commercial Services & Supplies	-	0.71