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
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 |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
1 Month | 0.64% | 2.95% |
6 Month | 7.83% | 10.77% |
1 Year | 25.95% | 26.33% |
3 Year | 12.18% | 12.34% |
5 Year | - | 13.23% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
6 Month | - | - |
1 Year | 8.19% | 10.82% |
3 Year | 19.99% | 25.99% |
5 Year | 29.14% | 41.3% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
1 Year | 11.04% | 12.53% |
3 Year | 26.26% | 31.95% |
5 Year | 33.52% | 44.68% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Standard Deviation | 7.14% | 7.47% |
Sharp | 0.66% | 0.85% |
Beta | 0.76% | 0.97% |
Alpha | 1.36% | 2.14% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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 |
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 |
Small Cap | 4.42 | 4.52 |
Mid Cap | 3.99 | 5.82 |
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Invesco India Dynamic Equity Fund - Growth |
---|---|---|
Others | 17.11 | 19.86 |
Energy | 8.06 | 3.18 |
Financial | 32.89 | 15.61 |
Sovereign | 4.24 | 6.8 |
Services | 8.43 | 5.46 |
Technology | 4.34 | 4.63 |
Communication | 6.98 | 1.74 |
Healthcare | 6.01 | 7.72 |
Consumer Discretionary | 3.02 | 2.14 |
Capital Goods | 1.93 | 7.14 |
Insurance | 3.33 | 0.95 |
Construction | 1.48 | 1.02 |
Metals & Mining | 1.15 | 1.63 |
Automobile | 0 | 3.24 |
Consumer Staples | 0.53 | 1.27 |
Materials | 0.51 | 1.87 |
Unclassified | - | 15.74 |
Top Comparisons
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns21.28%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns15.64%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns5.99%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns5.99%
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns27.46%
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
3Y Returns18.19%
SBI Focused Equity Fund - Regular Plan -Growth
3Y Returns12.84%
DSP Focus Fund - Regular Plan - Growth
3Y Returns16.31%