LIC MF Balanced Advantage Fund Regular vs Invesco India Dynamic Equity Fund compare

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tortoise-icon Invesco India Dynamic Equity Fund - Growth

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tortoise-icon LIC MF Balanced Advantage Fund Regular - Growth

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Chart Comparison

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

Overview

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 Very High Very High
Asset Size (Cr) ₹770 Cr ₹882 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹500
Launch Date 04 Oct 2007 05 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 2.2 2.21
Manager Amit Ganatra Yogesh Patil
ISIN Code INF205K01213 INF767K01QV6
Exits Load Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months./365 Exit load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365

Trailing Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth LIC MF Balanced Advantage Fund Regular - Growth
1 Month -2.46% 0.96%
6 Month 7.79% 11.25%
1 Year 26.16% 18.25%
3 Year 12.27% -
5 Year 11.71% -

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth LIC MF Balanced Advantage Fund Regular - Growth
6 Month - -
1 Year 10.82% 7.1%
3 Year 25.99% 16.77%
5 Year 41.3% 16.77%

Rolling Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth LIC MF Balanced Advantage Fund Regular - Growth
1 Year 11.36% 12.24%
3 Year 10.72% -
5 Year 10.79% -

Risk Management

Scheme Name Invesco India Dynamic Equity Fund - Growth LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation 7.47% 7.41%
Sharp 0.77% -
Beta 0.31% -
Alpha 3.3% -

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Fund Managers

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

Market Cap

Scheme Name

Invesco India Dynamic Equity Fund - Growth

LIC MF Balanced Advantage Fund Regular - Growth

Others 37.61 27.71
Large Cap 52.05 64.35
Mid Cap 5.82 4.48
Small Cap 4.52 3.41

Sector Allocation

Scheme Name

Invesco India Dynamic Equity Fund - Growth

LIC MF Balanced Advantage Fund Regular - Growth

Others 19.86 34.34
Financial 15.61 24.78
Energy 3.18 7.29
Construction 1.02 0.03
Technology 4.63 5.42
Sovereign 6.8 10.11
Materials 1.87 2.48
Communication 1.74 -
Capital Goods 7.14 1.56
Healthcare 7.72 2.31
Automobile 3.24 1.79
Services 5.46 2.22
Insurance 0.95 0.59
Consumer Staples 1.27 5.98
Consumer Discretionary 2.14 -
Metals & Mining 1.63 0.78
Unclassified 15.74 -
Diversified - 0.27

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