LIC MF Balanced Advantage Fund Regular vs Invesco India Dynamic Equity Fund compare
Invesco India Dynamic Equity Fund - Growth
Invest NowLIC MF Balanced Advantage Fund Regular - Growth
Invest NowChart 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 | 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 |
Scheme Name | Invesco India Dynamic Equity Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
1 Month | 3.18% | 0.96% |
6 Month | 14.67% | 11.25% |
1 Year | 26.53% | 18.25% |
3 Year | 12.85% | - |
5 Year | 13.32% | - |
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% |
Scheme Name | Invesco India Dynamic Equity Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
1 Year | 12.53% | 10.06% |
3 Year | 31.95% | 19.72% |
5 Year | 44.68% | 19.72% |
Scheme Name | Invesco India Dynamic Equity Fund - Growth | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
Standard Deviation | 7.47% | 7.41% |
Sharp | 0.76% | - |
Beta | 1.03% | - |
Alpha | 2.54% | - |
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Get Free Experts GuidanceScheme 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 | 37.61 | 27.71 |
Large Cap | 52.05 | 64.35 |
Mid Cap | 5.82 | 4.48 |
Small Cap | 4.52 | 3.41 |
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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