Invesco India Dynamic Equity Fund vs PGIM India Balanced Advantage Fund compare
Invesco India Dynamic Equity Fund - Growth
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
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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