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LIC MF Balanced Advantage Fund Regular vs Invesco India Dynamic Equity Fund compare
Invesco India Dynamic Equity Fund - Growth
LIC MF Balanced Advantage Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Fund | Invesco India Dynamic Equity Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1050 Cr | ₹804 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 04 Oct 2007 | 12 Nov 2021 |
| 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 | 2.15 | 2.28 |
| Manager | Amit Ganatra | Yogesh Patil |
| ISIN Code | INF205K01213 | INF767K01QV6 |
| Exits Load | Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Month | 1.44% | 0.14% |
| 6 Month | 3.84% | 1.65% |
| 1 Year | 5.01% | 5.09% |
| 3 Year | 12.62% | 9.46% |
| 5 Year | 11.9% | - |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.27% | -0.05% |
| 1 Year | 7.05% | 5.55% |
| 3 Year | 10.91% | 8.63% |
| 5 Year | 11.08% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 10.8% | 10.92% |
| 3 Year | 11.08% | 10.18% |
| 5 Year | 11.1% | - |
Risk Management
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 7.47% | 7.57% |
| Sharp | 0.87% | 0.43% |
| Beta | 1.08% | 1.04% |
| Alpha | 0.89% | -2.02% |
Fund Managers
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Name | Amit Ganatra | Yogesh Patil |
| Total AUM | ₹23585 Cr | ₹5898 Cr |
| Funds Managed | 5 | 7 |
| Invesco India Dynamic Equity Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
Market Cap
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 40.13 | 25.61 |
| Large Cap | 51.47 | 48.97 |
| Mid Cap | 6.75 | 11.07 |
| Small Cap | 1.65 | 14.34 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 35.11 | 24.34 |
| Communication Services | 2.53 | 3.77 |
| Energy | 4.39 | 4.12 |
| Technology | 8.67 | 10.05 |
| Industrials | 7.91 | 9.23 |
| Healthcare | 8.81 | 4.62 |
| Utilities | 1.14 | 2.74 |
| Basic Materials | 1.85 | 7.33 |
| Financial Services | 16.07 | 25.4 |
| Consumer Cyclical | 10.46 | 4.01 |
| Consumer Defensive | 2.32 | 3.21 |
| Real Estate | 0.75 | 1.19 |
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