Nippon India Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Invest NowInvesco India Dynamic Equity Fund - Growth
Invest NowChart 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 | Very High |
Asset Size (Cr) | ₹8282 Cr | ₹770 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 | 2.2 |
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 | Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months./365 |
Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
1 Month | 3.09% | 3.18% |
6 Month | 14.02% | 14.67% |
1 Year | 24.89% | 26.53% |
3 Year | 12.8% | 12.85% |
5 Year | 14.21% | 13.32% |
Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
6 Month | - | - |
1 Year | 10.75% | 10.82% |
3 Year | 24.88% | 25.99% |
5 Year | 43.32% | 41.3% |
Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
1 Year | 13.6% | 12.53% |
3 Year | 33.64% | 31.95% |
5 Year | 46.21% | 44.68% |
Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Standard Deviation | 6.21% | 7.47% |
Sharp | 0.87% | 0.76% |
Beta | 0.85% | 1.03% |
Alpha | 2.9% | 2.54% |
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Get Free Experts GuidanceScheme 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 | 24.97 | 37.61 |
Large Cap | 50.08 | 52.05 |
Mid Cap | 10.11 | 5.82 |
Small Cap | 2.14 | 4.52 |
Scheme Name |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Others | 11.62 | 19.86 |
Healthcare | 1.79 | 7.72 |
Automobile | 5 | 3.24 |
Financial | 27.5 | 15.61 |
Capital Goods | 3.94 | 7.14 |
Services | 1.66 | 5.46 |
Technology | 5.05 | 4.63 |
Communication | 4.27 | 1.74 |
Metals & Mining | 2.52 | 1.63 |
Consumer Discretionary | 0.56 | 2.14 |
Textiles | 0.6 | - |
Consumer Staples | 6.86 | 1.27 |
Materials | 0.86 | 1.87 |
Construction | 2.11 | 1.02 |
Energy | 6.09 | 3.18 |
Sovereign | 6.38 | 6.8 |
Diversified | 0.49 | - |
Insurance | - | 0.95 |
Unclassified | - | 15.74 |
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