Kotak Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
| 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 | Very High |
| Asset Size (Cr) | ₹16986 Cr | ₹770 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 05 Jul 2018 | 04 Oct 2007 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | 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 | 2.2 |
| Manager | Harsha Upadhyaya | Amit Ganatra |
| ISIN Code | INF174KA1186 | INF205K01213 |
| Exits Load | Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/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 | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | 1.11% | 0.13% |
| 6 Month | 12.82% | 11.63% |
| 1 Year | 22.94% | 26.14% |
| 3 Year | 12.21% | 12.11% |
| 5 Year | 13.62% | 12.67% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.53% | 10.82% |
| 3 Year | 22.25% | 25.99% |
| 5 Year | 38.84% | 41.3% |
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 12.91% | 12.53% |
| 3 Year | 30.76% | 31.95% |
| 5 Year | 41.99% | 44.68% |
| 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% | 0.77% |
| Beta | 0.76% | 0.31% |
| Alpha | 2.13% | 3.3% |
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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 | 38.48 | 37.61 |
| Large Cap | 33.63 | 52.05 |
| Small Cap | 1.77 | 4.52 |
| Mid Cap | 6.83 | 5.82 |
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 22.67 | 19.86 |
| Consumer Staples | 3.11 | 1.27 |
| Metals & Mining | 2.47 | 1.63 |
| Services | 1.25 | 5.46 |
| Healthcare | 1.44 | 7.72 |
| Energy | 4.3 | 3.18 |
| Financial | 18.22 | 15.61 |
| Materials | 0.41 | 1.87 |
| Automobile | 3.32 | 3.24 |
| Communication | 0.49 | 1.74 |
| Sovereign | 15.91 | 6.8 |
| Technology | 2.34 | 4.63 |
| Construction | 2.02 | 1.02 |
| Chemicals | 0.83 | - |
| Capital Goods | 1.46 | 7.14 |
| Consumer Discretionary | 0.47 | 2.14 |
| Insurance | - | 0.95 |
| Unclassified | - | 15.74 |
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