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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) | ₹1121 Cr | ₹756 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 |
| 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 | -0.22% | -0.35% |
| 6 Month | 2.84% | -1.25% |
| 1 Year | 0.96% | 1.62% |
| 3 Year | 12.25% | 9.17% |
| 5 Year | 11.26% | - |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.34% | - |
| 1 Year | 8.67% | 4.98% |
| 3 Year | 10.77% | 8.08% |
| 5 Year | 11.05% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 10.75% | 10.92% |
| 3 Year | 11.1% | 10.18% |
| 5 Year | 11.12% | - |
Risk Management
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 7.79% | 7.55% |
| Sharp | 0.71% | 0.34% |
| Beta | 1.09% | 1.04% |
| Alpha | 0.51% | -2.20% |
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 | 39.91 | 30.75 |
| Large Cap | 51.56 | 47.1 |
| Mid Cap | 6.91 | 8.92 |
| Small Cap | 1.62 | 13.23 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 34.6 | 28.51 |
| Communication Services | 2.71 | 2.92 |
| Energy | 4.6 | 3.73 |
| Technology | 8.81 | 9.69 |
| Industrials | 8.21 | 7.48 |
| Healthcare | 8.83 | 3.73 |
| Utilities | 1.15 | 3.15 |
| Basic Materials | 1.92 | 7.58 |
| Financial Services | 15.9 | 25.11 |
| Consumer Cyclical | 10.16 | 2.91 |
| Consumer Defensive | 2.26 | 3.97 |
| Real Estate | 0.84 | 1.22 |
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