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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 | 4.77% | 3.77% |
| 6 Month | -4.6% | -5.08% |
| 1 Year | 8.55% | 7.21% |
| 3 Year | 10.43% | 11.75% |
| 5 Year | 15.94% | 15.47% |
SIP Return Analysis
| Scheme Name | Kotak Balanced Advantage Fund -Regular Plan - Growth Option | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | -1.58% | -3.03% |
| 1 Year | -0.21% | -2.41% |
| 3 Year | 10.86% | 12.19% |
| 5 Year | 11.02% | 11.85% |
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% | 0.54% |
| Beta | - | 1.05% |
| Alpha | - | 1.84% |
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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 | 36.75 |
| Large Cap | 50.18 | 49.88 |
| Mid Cap | 10.11 | 9.68 |
| Small Cap | 5.89 | 3.68 |
Sector Allocation
| Scheme Name |
Kotak Balanced Advantage Fund -Regular Plan - Growth Option |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 32.99 | 34.7 |
| Communication Services | 2.42 | 2.05 |
| Energy | 4.49 | 4.57 |
| Industrials | 8.3 | 10.14 |
| Technology | 9.8 | 10.71 |
| Healthcare | 3.72 | 8.59 |
| Financial Services | 15.04 | 13.67 |
| Consumer Defensive | 4.48 | 1.98 |
| Basic Materials | 6.4 | 1.68 |
| Real Estate | 1.74 | 0.99 |
| Utilities | 2.61 | 2.98 |
| Consumer Cyclical | 8.03 | 7.94 |
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