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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) ₹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 2% 2.77%
6 Month -6.39% -6.14%
1 Year 2.45% 5.35%
3 Year 8.46% 10.99%
5 Year 13.37% 15.75%

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth Invesco India Dynamic Equity Fund - Growth
6 Month -1.92% -3.03%
1 Year -2.28% -2.41%
3 Year 10.54% 12.19%
5 Year 10% 11.85%

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% 0.54%
Beta - 1.05%
Alpha - 1.84%

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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
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 36.75
Large Cap 54.6 49.88
Mid Cap 4.68 9.68
Small Cap 4.9 3.68

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

Invesco India Dynamic Equity Fund - Growth

Others 34.87 34.7
Communication Services 3.81 2.05
Energy 5.19 4.57
Industrials 4.19 10.14
Technology 8.86 10.71
Basic Materials 4.99 1.68
Financial Services 23.69 13.67
Healthcare 3.62 8.59
Consumer Cyclical 5.96 7.94
Consumer Defensive 2.65 1.98
Real Estate 0.32 0.99
Utilities 1.85 2.98

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