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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 3.63% 3.7%
6 Month 1.84% 3.98%
1 Year 8.09% 9.78%
3 Year 15.44% 12.56%
5 Year 15.39% -

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth PGIM India Balanced Advantage Fund - Regular Growth
6 Month 3.4% 5.57%
1 Year 5.27% 8.01%
3 Year 13.95% 11.42%
5 Year 12.66% -

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 0.78% 0.244%
Beta 1.04% -
Alpha 1.33% -

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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 32.96 34.77
Large Cap 56.2 48.73
Mid Cap 8.79 10.99
Small Cap 2.05 5.51

Sector Allocation

Scheme Name

Invesco India Dynamic Equity Fund - Growth

PGIM India Balanced Advantage Fund - Regular Growth

Others 32.96 33.82
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 - 5.63
Industrials - 8.3
Technology - 6.76
Healthcare - 5.6
Financial Services - 19.03
Basic Materials - 3.5
Consumer Cyclical - 7.01
Consumer Defensive - 5.03
Communication Services - 3.41
Utilities - 1.15
Real Estate - 0.75

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