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

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Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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Invesco India Dynamic Equity Fund - Growth

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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)	₹8282 Cr	₹935 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%	1.26%
6 Month	1.98%	-2.68%
1 Year	12.89%	8.14%
3 Year	11.83%	11.93%
5 Year	12.32%	14.96%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Invesco India Dynamic Equity Fund - Growth
6 Month	-	-0.94%
1 Year	8.2%	-1.58%
3 Year	14.52%	12.17%
5 Year	13.96%	11.72%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Invesco India Dynamic Equity Fund - Growth
1 Year	14.38%	11.45%
3 Year	11.8%	10.8%
5 Year	12.32%	10.87%

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%	0.5%
Beta	0.86%	1.04%
Alpha	2.82%	1.87%

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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
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	38.08
Large Cap	51.08	51.65
Mid Cap	11.66	8.26
Small Cap	7.54	2.02

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Invesco India Dynamic Equity Fund - Growth
Others	41.92	35.78
Petroleum Products	2.38	-
IT - Software	7.22	-
Cement & Cement Products	1.12	-
IT - Services	0.27	-
Construction	2.1	-
Consumer Durables	2.52	-
Diversified FMCG	3.49	-
Banks	15.43	-
Automobiles	2.54	-
Aerospace & Defense	0.98	-
Electrical Equipment	1.62	-
Pharmaceuticals & Biotechnology	1.85	-
Ferrous Metals	0.52	-
Realty	1.82	-
Transport Infrastructure	2.16	-
Personal Products	1.61	-
Industrial Products	0.4	-
Telecom - Services	4.13	-
Insurance	2.85	-
Finance	1.76	-
Transport Services	0.46	-
Retailing	1.61	-
Power	3.35	-
Financial Technology (Fintech)	1.09	-
Healthcare Services	0.24	-
Auto Components	1.47	-
Diversified	0.55	-
Other Utilities	0.36	-
Beverages	1.42	-
Textiles & Apparels	0.74	-
Food Products	0.52	-
Leisure Services	1.7	-
Communication Services	-	2.29
Energy	-	4.41
Technology	-	10.19
Industrials	-	8.83
Financial Services	-	15.2
Healthcare	-	8.82
Consumer Cyclical	-	8.67
Utilities	-	1.31
Basic Materials	-	1.67
Consumer Defensive	-	1.99
Real Estate	-	0.84