Invesco India Dynamic Equity Fund vs PGIM India Balanced Advantage Fund compare

Invesco India Dynamic Equity Fund vs PGIM India Balanced Advantage Fund compare

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Invesco India Dynamic Equity Fund - Growth

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PGIM India 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	PGIM India Balanced Advantage Fund - Regular Growth
Fund	Invesco India Dynamic Equity Fund - Growth	PGIM India Balanced Advantage Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1126 Cr	₹929 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	04 Oct 2007	04 Feb 2021
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	CRISIL Hybrid 50+50 Moderate TRI
Turn Over	173%	%
Expense Ratio	2.15	2.18
Manager	Amit Ganatra	Puneet Pal
ISIN Code	INF205K01213	INF663L01V72
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	PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Invesco India Dynamic Equity Fund - Growth	PGIM India Balanced Advantage Fund - Regular Growth
1 Month	-0.73%	-1.16%
6 Month	0.39%	-0.71%
1 Year	4.19%	6.75%
3 Year	12.54%	10.01%
5 Year	10%	-

SIP Return Analysis

Scheme Name	Invesco India Dynamic Equity Fund - Growth	PGIM India Balanced Advantage Fund - Regular Growth
6 Month	-0.51%	-1.24%
1 Year	4.47%	3.51%
3 Year	9.06%	7.24%
5 Year	10.21%	-

Rolling Lumpsum Returns

Scheme Name	Invesco India Dynamic Equity Fund - Growth	PGIM India Balanced Advantage Fund - Regular Growth
1 Year	10.64%	7.9%
3 Year	11.13%	9.87%
5 Year	11.12%	-

Risk Management

Scheme Name	Invesco India Dynamic Equity Fund - Growth	PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation	7.47%	7.82%
Sharp	0.85%	0.58%
Beta	1.1%	1.17%
Alpha	0.83%	-1.45%

Fund Managers

Scheme Name	Invesco India Dynamic Equity Fund - Growth	PGIM India Balanced Advantage Fund - Regular Growth
Name	Amit Ganatra	Puneet Pal
Total AUM	₹23585 Cr	₹20950 Cr
Funds Managed	5	19
	Invesco India Dynamic Equity Fund - Growth	PGIM India Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name	Invesco India Dynamic Equity Fund - Growth	PGIM India Balanced Advantage Fund - Regular Growth
Others	32.06	37.4
Large Cap	63.06	46.16
Mid Cap	3.47	13.46
Small Cap	1.41	2.98

Sector Allocation

Scheme Name	Invesco India Dynamic Equity Fund - Growth	PGIM India Balanced Advantage Fund - Regular Growth
Others	29.16	34.13
Communication Services	1.31	2.46
Energy	4.71	6.53
Technology	9.15	6.87
Industrials	6.83	7.63
Healthcare	7.37	5.06
Financial Services	21.33	20.53
Consumer Defensive	7.06	4.29
Utilities	1.2	1.2
Basic Materials	2.02	2.86
Consumer Cyclical	9.34	7.9
Real Estate	0.53	0.54

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