ITI Balanced Advantage Fund Regular vs Invesco India Dynamic Equity Fund compare

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tortoise-icon ITI Balanced Advantage Fund Regular - Growth

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tortoise-icon Invesco India Dynamic Equity Fund - Growth

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Chart Comparison

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

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) ₹369 Cr ₹770 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 31 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 2.36 2.2
Manager Vikrant Mehta Amit Ganatra
ISIN Code INF00XX01655 INF205K01213
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months./365 Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months./365

Trailing Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth Invesco India Dynamic Equity Fund - Growth
1 Month -2.82% -2.14%
6 Month 4.38% 6.01%
1 Year 18.79% 21.09%
3 Year 8.41% 11.49%
5 Year - 11.51%

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth Invesco India Dynamic Equity Fund - Growth
6 Month - -
1 Year 11.79% 15.7%
3 Year 13.82% 16.99%
5 Year - 14.61%

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth Invesco India Dynamic Equity Fund - Growth
1 Year 13.31% 11.36%
3 Year 10.37% 10.69%
5 Year - 10.78%

Risk Management

Scheme Name ITI Balanced Advantage Fund Regular - Growth Invesco India Dynamic Equity Fund - Growth
Standard Deviation 7.14% 7.47%
Sharp 0.66% 0.7%
Beta 0.76% 1.01%
Alpha 1.36% 3.08%

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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
Fund Manage 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 37.92 37.61
Large Cap 53.68 52.05
Mid Cap 3.99 5.82
Small Cap 4.42 4.52

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

Invesco India Dynamic Equity Fund - Growth

Others 17.11 19.86
Financial 32.89 15.61
Communication 6.98 1.74
Capital Goods 1.93 7.14
Services 8.43 5.46
Consumer Staples 0.53 1.27
Construction 1.48 1.02
Automobile 0 3.24
Energy 8.06 3.18
Consumer Discretionary 3.02 2.14
Metals & Mining 1.15 1.63
Technology 4.34 4.63
Sovereign 4.24 6.8
Healthcare 6.01 7.72
Materials 0.51 1.87
Insurance 3.33 0.95
Unclassified - 15.74

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