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)	₹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

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%	-

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%	-

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%	-

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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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

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

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