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

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tortoise-icon Invesco India Dynamic Equity Fund - Growth

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tortoise-icon 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) ₹935 Cr ₹978 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 2.2% 3.13%
6 Month -0.67% 0.2%
1 Year 7.29% 7.31%
3 Year 13.01% 9.66%
5 Year 13.8% -

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth PGIM India Balanced Advantage Fund - Regular Growth
6 Month 0.31% 2.37%
1 Year -0.05% 1.78%
3 Year 12.71% 9.82%
5 Year 12.04% -

Rolling Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth PGIM India Balanced Advantage Fund - Regular Growth
1 Year 11.45% 10.32%
3 Year 10.8% 9.8%
5 Year 10.87% -

Risk Management

Scheme Name Invesco India Dynamic Equity Fund - Growth PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation 7.47% 8.876%
Sharp 0.5% 0.244%
Beta 1.04% -
Alpha 1.87% -

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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 38.08 34.77
Large Cap 51.65 48.73
Mid Cap 8.26 10.99
Small Cap 2.02 5.51

Sector Allocation

Scheme Name

Invesco India Dynamic Equity Fund - Growth

PGIM India Balanced Advantage Fund - Regular Growth

Others 35.78 33.82
Communication Services 2.29 3.41
Energy 4.41 5.63
Technology 10.19 6.76
Industrials 8.83 8.3
Financial Services 15.2 19.03
Healthcare 8.82 5.6
Consumer Cyclical 8.67 7.01
Utilities 1.31 1.15
Basic Materials 1.67 3.5
Consumer Defensive 1.99 5.03
Real Estate 0.84 0.75

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