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PGIM India Balanced Advantage Fund vs Invesco India Dynamic Equity 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) | ₹1121 Cr | ₹953 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 | -0.22% | -0.19% |
| 6 Month | 2.84% | 2.16% |
| 1 Year | 0.96% | 3.52% |
| 3 Year | 12.25% | 9.63% |
| 5 Year | 11.26% | - |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.34% | 1.11% |
| 1 Year | 8.67% | 9.71% |
| 3 Year | 10.77% | 9.21% |
| 5 Year | 11.05% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.75% | 8.5% |
| 3 Year | 11.1% | 9.78% |
| 5 Year | 11.12% | - |
Risk Management
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.79% | 8.25% |
| Sharp | 0.71% | 0.39% |
| Beta | 1.09% | 1.14% |
| Alpha | 0.51% | -1.99% |
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 | 39.91 | 35.07 |
| Large Cap | 51.56 | 46.36 |
| Mid Cap | 6.91 | 14.55 |
| Small Cap | 1.62 | 4.02 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 34.6 | 32.83 |
| Communication Services | 2.71 | 2.37 |
| Energy | 4.6 | 6.11 |
| Technology | 8.81 | 5.85 |
| Industrials | 8.21 | 9.25 |
| Healthcare | 8.83 | 5.58 |
| Utilities | 1.15 | 1.2 |
| Basic Materials | 1.92 | 2.99 |
| Financial Services | 15.9 | 20.56 |
| Consumer Cyclical | 10.16 | 8.16 |
| Consumer Defensive | 2.26 | 4.5 |
| Real Estate | 0.84 | 0.59 |
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