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Invesco India Dynamic Equity Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
Overview
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹400 Cr | ₹1121 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Dec 2019 | 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 | % | 173% |
| Expense Ratio | 2.37 | 2.15 |
| Manager | Vikrant Mehta | Amit Ganatra |
| ISIN Code | INF00XX01655 | INF205K01213 |
| Exits Load | ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | -0.43% | -0.87% |
| 6 Month | 3.08% | 3.09% |
| 1 Year | 3.18% | 1.64% |
| 3 Year | 11.21% | 12.32% |
| 5 Year | 10.44% | 11.09% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 0.67% | 0.41% |
| 1 Year | 7.11% | 6.43% |
| 3 Year | 9.58% | 10.4% |
| 5 Year | 9.62% | 10.98% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 9.81% | 10.73% |
| 3 Year | 10.58% | 11.11% |
| 5 Year | 10.98% | 11.12% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 7.19% | 7.47% |
| Sharp | 0.59% | 0.82% |
| Beta | 0.96% | 1.09% |
| Alpha | -0.20% | 1.02% |
Fund Managers
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Name | Vikrant Mehta | Amit Ganatra |
| Total AUM | ₹698 Cr | ₹23585 Cr |
| Funds Managed | 8 | 5 |
| ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 35.95 | 32.93 |
| Large Cap | 44.97 | 59 |
| Small Cap | 9.37 | 1.48 |
| Mid Cap | 9.71 | 6.59 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 28.41 | 27.06 |
| Energy | 6.52 | 4.72 |
| Technology | 10.06 | 9.31 |
| Consumer Cyclical | 7.96 | 12.44 |
| Industrials | 3.4 | 8.39 |
| Financial Services | 24.87 | 18.64 |
| Healthcare | 5.55 | 8.68 |
| Consumer Defensive | 0.51 | 2.93 |
| Utilities | 1.33 | 1.32 |
| Basic Materials | 5.58 | 1.78 |
| Communication Services | 4.34 | 3.99 |
| Real Estate | 1.46 | 0.75 |
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