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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) | ₹402 Cr | ₹1034 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 | -1.67% | -0.47% |
| 6 Month | 4.73% | 6% |
| 1 Year | 3.08% | 3.58% |
| 3 Year | 10.86% | 13.07% |
| 5 Year | 10.64% | 12.56% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 1.3% | 2.71% |
| 1 Year | 2.41% | 4.49% |
| 3 Year | 9.87% | 11.83% |
| 5 Year | 9.63% | 11.61% |
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 | 7.32% | 7.47% |
| Sharp | 0.65% | 1.01% |
| Beta | - | 0.11% |
| Alpha | - | 7.1% |
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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