ITI Balanced Advantage Fund Regular vs Invesco India Dynamic Equity Fund compare
ITI Balanced Advantage Fund Regular - Growth
Invest NowInvesco India Dynamic Equity Fund - Growth
Invest NowChart 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 | -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% |
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% |
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% |
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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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 |
Mid Cap | 3.99 | 5.82 |
Small Cap | 4.42 | 4.52 |
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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