LIC MF Balanced Advantage Fund Regular vs Invesco India Dynamic Equity Fund compare
Invesco India Dynamic Equity Fund - Growth
LIC MF Balanced Advantage Fund Regular - Growth
Chart Comparison
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Fund | Invesco India Dynamic Equity Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹905 Cr | ₹791 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 04 Oct 2007 | 12 Nov 2021 |
| 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 | 2.16 | 2.28 |
| Manager | Amit Ganatra | Yogesh Patil |
| ISIN Code | INF205K01213 | INF767K01QV6 |
| Exits Load | Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Month | 2.64% | 2.12% |
| 6 Month | 6.2% | 5.34% |
| 1 Year | 16.96% | 12.32% |
| 3 Year | 13.46% | 10.43% |
| 5 Year | 12.02% | - |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.62% | 11.53% |
| 3 Year | 17.42% | 12.42% |
| 5 Year | 15.02% | - |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.36% | 12.59% |
| 3 Year | 10.69% | - |
| 5 Year | 10.78% | - |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 7.47% | 7.41% |
| Sharp | 0.81% | - |
| Beta | 1.01% | - |
| Alpha | 3.44% | - |
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| Scheme Name | Invesco India Dynamic Equity Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Name | Amit Ganatra | Yogesh Patil |
| Total AUM | ₹23585 Cr | ₹5898 Cr |
| Fund Manage | 5 | 7 |
| Invesco India Dynamic Equity Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 33.34 | 2.87 |
| Small Cap | 4.9 | 10.68 |
| Large Cap | 51.99 | 57.38 |
| Mid Cap | 9.77 | 6.09 |
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 33.34 | 2.87 |
| Cement & Cement Products | 0.71 | 1.36 |
| Telecom - Services | 1.93 | 0.53 |
| Petroleum Products | 4.97 | 4.32 |
| Electrical Equipment | 2.2 | 0.29 |
| IT - Software | 11.39 | 11.58 |
| Construction | 6.34 | 1.21 |
| Finance | 2.4 | 2.98 |
| Healthcare Services | 2.38 | - |
| Retailing | 3.46 | - |
| Banks | 11.94 | 23.39 |
| Pharmaceuticals & Biotechnology | 5.95 | 3.12 |
| Automobiles | 2.42 | 5.49 |
| Insurance | 0.9 | 0.09 |
| Beverages | 0.99 | 0.36 |
| Aerospace & Defense | 1.17 | 1.24 |
| Consumer Durables | 2.85 | - |
| Industrial Products | 0.53 | 5.23 |
| Realty | 0.97 | - |
| Fertilizers & Agrochemicals | 0.71 | - |
| Transport Services | 0.68 | - |
| Power | 1.77 | 2.53 |
| Diversified FMCG | - | 3.52 |
| Non - Ferrous Metals | - | 0.77 |
| Chemicals & Petrochemicals | - | 1.8 |
| Media | - | 0.87 |
| Personal Products | - | 0.51 |
| Agricultural Food & other Products | - | 0.94 |
| Food Products | - | 0.19 |
| Auto Components | - | 0.62 |
| Minerals & Mining | - | 0.5 |
| Industrial Manufacturing | - | 0.71 |
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