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	2.58%	1.7%
6 Month	-0.44%	1.38%
1 Year	7.05%	9.24%
3 Year	13.11%	10.41%
5 Year	13.79%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	0.77%	2.36%
1 Year	1.57%	5.02%
3 Year	12.82%	10.44%
5 Year	12.04%	-

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	0.5%	0.22%
Beta	1.04%	-
Alpha	1.87%	-

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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	32.96	27.03
Large Cap	56.2	47.48
Mid Cap	8.79	11.15
Small Cap	2.05	14.34

Scheme Name	Invesco India Dynamic Equity Fund - Growth	LIC MF Balanced Advantage Fund Regular - Growth
Others	32.96	25.56
Telecom - Services	2.59	-
Petroleum Products	4.57	-
IT - Software	9.2	-
Construction	6.4	-
Healthcare Services	2.27	-
Other Utilities	0.26	-
Non - Ferrous Metals	0.88	-
Banks	11.51	-
Pharmaceuticals & Biotechnology	7.09	-
Cement & Cement Products	1.02	-
Power	1.21	-
Automobiles	3.89	-
Commercial Services & Supplies	0.75	-
Finance	2.03	-
Insurance	1.89	-
Beverages	1.41	-
Food Products	1.06	-
Aerospace & Defense	1.19	-
Consumer Durables	2.35	-
Industrial Products	0.17	-
Retailing	3.52	-
Realty	0.9	-
Transport Services	0.88	-
Energy	-	5.03
Technology	-	7.92
Consumer Defensive	-	3.37
Industrials	-	11.21
Financial Services	-	21.93
Utilities	-	2.83
Basic Materials	-	7.5
Healthcare	-	5.26
Consumer Cyclical	-	6.88
Communication Services	-	2.51