- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
ITI Balanced Advantage Fund Regular vs Invesco India Dynamic Equity Fund 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) | ₹378 Cr | ₹935 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 | 0.87% | 1.08% |
| 6 Month | -0.59% | -1.45% |
| 1 Year | 3.98% | 6.83% |
| 3 Year | 10.53% | 12.6% |
| 5 Year | 11.45% | 14.53% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 0.86% | 0.31% |
| 1 Year | 0.31% | -0.05% |
| 3 Year | 11.03% | 12.71% |
| 5 Year | 10.27% | 12.04% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 13.11% | 11.45% |
| 3 Year | 10.01% | 10.8% |
| 5 Year | 6.18% | 10.87% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 7.494% | 7.47% |
| Sharp | 0.221% | 0.5% |
| Beta | - | 1.04% |
| Alpha | - | 1.87% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 35.82 | 38.08 |
| Large Cap | 54.6 | 51.65 |
| Mid Cap | 4.68 | 8.26 |
| Small Cap | 4.9 | 2.02 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 34.87 | 35.78 |
| Communication Services | 3.81 | 2.29 |
| Energy | 5.19 | 4.41 |
| Industrials | 4.19 | 8.83 |
| Technology | 8.86 | 10.19 |
| Basic Materials | 4.99 | 1.67 |
| Financial Services | 23.69 | 15.2 |
| Healthcare | 3.62 | 8.82 |
| Consumer Cyclical | 5.96 | 8.67 |
| Consumer Defensive | 2.65 | 1.99 |
| Real Estate | 0.32 | 0.84 |
| Utilities | 1.85 | 1.31 |
Top Comparisons
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
3Y Returns8.08%
HSBC Focused Fund - Regular Growth
3Y Returns14.31%
HSBC Low Duration Fund - Regular Growth
3Y Returns6.76%
Canara Robeco Savings Fund - Regular Plan - Growth Option
3Y Returns6.7%
Franklin India Opportunities Fund - Growth
3Y Returns29.25%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns14.28%
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns14.4%
Quant Multi Asset Fund-Growth
3Y Returns17.01%
