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LIC MF Balanced Advantage Fund Regular vs Invesco India Dynamic Equity Fund compare

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tortoise-icon Invesco India Dynamic Equity Fund - Growth

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tortoise-icon LIC MF Balanced Advantage Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹935 Cr ₹791 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 4.98% 5.12%
6 Month 2.43% 5.64%
1 Year 9.57% 12.87%
3 Year 15.69% 12.61%
5 Year 15.07% -

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth LIC MF Balanced Advantage Fund Regular - Growth
6 Month 0.4% 1.37%
1 Year -0.13% 2.58%
3 Year 12.03% 9.51%
5 Year 11.56% -

Rolling Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth LIC MF Balanced Advantage Fund Regular - Growth
1 Year 11.45% 12.72%
3 Year 10.8% 9.89%
5 Year 10.87% -

Risk Management

Scheme Name Invesco India Dynamic Equity Fund - Growth LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation 7.47% 7.461%
Sharp 0.78% 0.22%
Beta 1.04% -
Alpha 1.33% -

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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 32.96 27.03
Large Cap 56.2 47.48
Mid Cap 8.79 11.15
Small Cap 2.05 14.34

Sector Allocation

Scheme Name

Invesco India Dynamic Equity Fund - Growth

LIC MF Balanced Advantage Fund Regular - Growth

Others 32.96 25.56
Telecom - Services 2.59 -
Petroleum Products 4.57 -
IT - Software 9.2 -
Construction 6.4 -
Healthcare Services 2.27 -
Other Utilities 0.26 -
Non - Ferrous Metals 0.88 -
Banks 11.51 -
Pharmaceuticals & Biotechnology 7.09 -
Cement & Cement Products 1.02 -
Power 1.21 -
Automobiles 3.89 -
Commercial Services & Supplies 0.75 -
Finance 2.03 -
Insurance 1.89 -
Beverages 1.41 -
Food Products 1.06 -
Aerospace & Defense 1.19 -
Consumer Durables 2.35 -
Industrial Products 0.17 -
Retailing 3.52 -
Realty 0.9 -
Transport Services 0.88 -
Energy - 5.03
Technology - 7.92
Consumer Defensive - 3.37
Industrials - 11.21
Financial Services - 21.93
Utilities - 2.83
Basic Materials - 7.5
Healthcare - 5.26
Consumer Cyclical - 6.88
Communication Services - 2.51

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