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

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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Invesco India Dynamic Equity Fund - Growth

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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	Very High	Moderately High
Asset Size (Cr)	₹8282 Cr	₹905 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	2.16
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	0.39%	1.43%
6 Month	2.81%	5.84%
1 Year	14.72%	17.37%
3 Year	12.12%	13.66%
5 Year	12.46%	11.96%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Invesco India Dynamic Equity Fund - Growth
6 Month	-	-
1 Year	8.93%	14.62%
3 Year	14.42%	17.42%
5 Year	13.94%	15.02%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Invesco India Dynamic Equity Fund - Growth
1 Year	14.38%	11.36%
3 Year	11.8%	10.69%
5 Year	12.32%	10.78%

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%	0.81%
Beta	0.86%	1.01%
Alpha	2.82%	3.44%

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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
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	41.92	33.34
Large Cap	51.08	51.99
Mid Cap	11.66	9.77
Small Cap	7.54	4.9

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Invesco India Dynamic Equity Fund - Growth
Others	41.92	33.34
Petroleum Products	2.38	4.97
IT - Software	7.22	11.39
Cement & Cement Products	1.12	0.71
IT - Services	0.27	-
Construction	2.1	6.34
Consumer Durables	2.52	2.85
Diversified FMCG	3.49	-
Banks	15.43	11.94
Automobiles	2.54	2.42
Aerospace & Defense	0.98	1.17
Electrical Equipment	1.62	2.2
Pharmaceuticals & Biotechnology	1.85	5.95
Ferrous Metals	0.52	-
Realty	1.82	0.97
Transport Infrastructure	2.16	-
Personal Products	1.61	-
Industrial Products	0.4	0.53
Telecom - Services	4.13	1.93
Insurance	2.85	0.9
Finance	1.76	2.4
Transport Services	0.46	0.68
Retailing	1.61	3.46
Power	3.35	1.77
Financial Technology (Fintech)	1.09	-
Healthcare Services	0.24	2.38
Auto Components	1.47	-
Diversified	0.55	-
Other Utilities	0.36	-
Beverages	1.42	0.99
Textiles & Apparels	0.74	-
Food Products	0.52	-
Leisure Services	1.7	-
Fertilizers & Agrochemicals	-	0.71