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 Risk	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	-2.17%	-2.36%
6 Month	-4.22%	-2.69%
1 Year	6.93%	7.01%
3 Year	11.32%	8.65%
5 Year	10.15%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	-	-
1 Year	-1.92%	0.7%
3 Year	11.87%	8.93%
5 Year	11.87%	-

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%	6.758%
Sharp	0.6%	0.447%
Beta	1.02%	-
Alpha	2.1%	-

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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