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 | Moderately High |
| Asset Size (Cr) | ₹8282 Cr | ₹905 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 | 2.16 |
| 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 | 0.9% | 2.64% |
| 6 Month | 3.03% | 6.2% |
| 1 Year | 13.93% | 16.96% |
| 3 Year | 12.03% | 13.46% |
| 5 Year | 12.42% | 12.02% |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.93% | 14.62% |
| 3 Year | 14.42% | 17.42% |
| 5 Year | 13.94% | 15.02% |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 14.38% | 11.36% |
| 3 Year | 11.8% | 10.69% |
| 5 Year | 12.32% | 10.78% |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 6.21% | 7.47% |
| Sharp | 0.79% | 0.81% |
| Beta | 0.86% | 1.01% |
| Alpha | 2.82% | 3.44% |
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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 | 41.92 | 33.34 |
| Large Cap | 51.08 | 51.99 |
| Mid Cap | 11.66 | 9.77 |
| Small Cap | 7.54 | 4.9 |
| Scheme Name |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 41.92 | 33.34 |
| Petroleum Products | 2.38 | 4.97 |
| IT - Software | 7.22 | 11.39 |
| Cement & Cement Products | 1.12 | 0.71 |
| IT - Services | 0.27 | - |
| Construction | 2.1 | 6.34 |
| Consumer Durables | 2.52 | 2.85 |
| Diversified FMCG | 3.49 | - |
| Banks | 15.43 | 11.94 |
| Automobiles | 2.54 | 2.42 |
| Aerospace & Defense | 0.98 | 1.17 |
| Electrical Equipment | 1.62 | 2.2 |
| Pharmaceuticals & Biotechnology | 1.85 | 5.95 |
| Ferrous Metals | 0.52 | - |
| Realty | 1.82 | 0.97 |
| Transport Infrastructure | 2.16 | - |
| Personal Products | 1.61 | - |
| Industrial Products | 0.4 | 0.53 |
| Telecom - Services | 4.13 | 1.93 |
| Insurance | 2.85 | 0.9 |
| Finance | 1.76 | 2.4 |
| Transport Services | 0.46 | 0.68 |
| Retailing | 1.61 | 3.46 |
| Power | 3.35 | 1.77 |
| Financial Technology (Fintech) | 1.09 | - |
| Healthcare Services | 0.24 | 2.38 |
| Auto Components | 1.47 | - |
| Diversified | 0.55 | - |
| Other Utilities | 0.36 | - |
| Beverages | 1.42 | 0.99 |
| Textiles & Apparels | 0.74 | - |
| Food Products | 0.52 | - |
| Leisure Services | 1.7 | - |
| Fertilizers & Agrochemicals | - | 0.71 |
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