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

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Invesco India Dynamic Equity Fund - Growth

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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)	₹935 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	2.15	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	3.89%	6.07%
6 Month	-5.47%	-2.12%
1 Year	7.17%	9.36%
3 Year	12.08%	9.54%
5 Year	15.28%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	-3.03%	-0.07%
1 Year	-2.41%	2.82%
3 Year	12.19%	10.16%
5 Year	11.85%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	LIC MF Balanced Advantage Fund Regular - Growth
1 Year	11.45%	12.72%
3 Year	10.8%	9.89%
5 Year	10.87%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation	7.47%	7.461%
Sharp	0.54%	0.22%
Beta	1.05%	-
Alpha	1.84%	-

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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
Funds Managed	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	36.75	27.03
Large Cap	49.88	47.48
Mid Cap	9.68	11.15
Small Cap	3.68	14.34

Scheme Name	Invesco India Dynamic Equity Fund - Growth	LIC MF Balanced Advantage Fund Regular - Growth
Others	34.7	25.56
Communication Services	2.05	2.51
Energy	4.57	5.03
Industrials	10.14	11.21
Technology	10.71	7.92
Consumer Cyclical	7.94	6.88
Financial Services	13.67	21.93
Healthcare	8.59	5.26
Utilities	2.98	2.83
Basic Materials	1.68	7.5
Consumer Defensive	1.98	3.37
Real Estate	0.99	-