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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) | ₹394 Cr | ₹1045 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 | 2.17% | 1.03% |
| 6 Month | 8.77% | 9.46% |
| 1 Year | 2.13% | 1.52% |
| 3 Year | 11.54% | 12.45% |
| 5 Year | 11.41% | 12.87% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 2.85% | 2.79% |
| 1 Year | 7.55% | 7.46% |
| 3 Year | 10.96% | 12.15% |
| 5 Year | 10.22% | 11.75% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 11.21% | 11.13% |
| 3 Year | 10.25% | 10.96% |
| 5 Year | 10.85% | 11% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 7.45% | 7.47% |
| Sharp | 0.52% | 0.84% |
| Beta | - | 0.08% |
| Alpha | - | 6.16% |
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 | 44.33 | 43.89 |
| Large Cap | 40.57 | 47.28 |
| Small Cap | 9.31 | 1.74 |
| Mid Cap | 5.79 | 7.09 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 39.93 | 38.72 |
| Energy | 4.29 | 4.54 |
| Technology | 7.09 | 9.3 |
| Consumer Cyclical | 9.74 | 9.81 |
| Industrials | 2.62 | 4.69 |
| Financial Services | 22.41 | 14.7 |
| Healthcare | 3.17 | 9.27 |
| Consumer Defensive | 1.39 | 2.5 |
| Utilities | 2.82 | 1.26 |
| Basic Materials | 3.28 | 1.78 |
| Communication Services | 3.26 | 2.63 |
| Real Estate | - | 0.81 |
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