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
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 | Very High |
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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
1 Month | 4.46% | 3.29% |
6 Month | -1.78% | -3.45% |
1 Year | 9.81% | 7.03% |
3 Year | 10.91% | 11.66% |
5 Year | 14.75% | 14.48% |
SIP Return Analysis
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
6 Month | 1.08% | -0.94% |
1 Year | 2.36% | -1.58% |
3 Year | 11.43% | 12.17% |
5 Year | 11.22% | 11.72% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Standard Deviation | 7.209% | 7.47% |
Sharp | 0.403% | 0.5% |
Beta | - | 1.04% |
Alpha | - | 1.87% |
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Fund Managers
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 |
Funds Managed | 11 | 5 |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
Market Cap
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Others | 33.82 | 38.08 |
Large Cap | 50.18 | 51.65 |
Mid Cap | 10.11 | 8.26 |
Small Cap | 5.89 | 2.02 |
Sector Allocation
Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Others | 32.99 | 35.78 |
Communication Services | 2.42 | 2.29 |
Energy | 4.49 | 4.41 |
Industrials | 8.3 | 8.83 |
Technology | 9.8 | 10.19 |
Healthcare | 3.72 | 8.82 |
Financial Services | 15.04 | 15.2 |
Consumer Defensive | 4.48 | 1.99 |
Basic Materials | 6.4 | 1.67 |
Real Estate | 1.74 | 0.84 |
Utilities | 2.61 | 1.31 |
Consumer Cyclical | 8.03 | 8.67 |
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