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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) | ₹1050 Cr | ₹938 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 | 2.94% | 2.04% |
| 6 Month | 4.99% | 4.79% |
| 1 Year | 4.51% | 5.21% |
| 3 Year | 12.88% | 10.13% |
| 5 Year | 12.62% | - |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.24% | -0.32% |
| 1 Year | 3.57% | 5.55% |
| 3 Year | 9.9% | 8.28% |
| 5 Year | 10.56% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.96% | 8.5% |
| 3 Year | 11.02% | 9.78% |
| 5 Year | 11.04% | - |
Risk Management
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.47% | 8.21% |
| Sharp | 0.85% | 0.38% |
| Beta | 0.11% | - |
| Alpha | 6.08% | - |
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 | 40.13 | 35.71 |
| Large Cap | 51.47 | 45.74 |
| Mid Cap | 6.75 | 14.8 |
| Small Cap | 1.65 | 3.75 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 35.11 | 33.87 |
| Communication Services | 2.53 | 2.21 |
| Energy | 4.39 | 5.7 |
| Technology | 8.67 | 5.51 |
| Industrials | 7.91 | 9.24 |
| Healthcare | 8.81 | 5.49 |
| Utilities | 1.14 | 1.19 |
| Basic Materials | 1.85 | 2.91 |
| Financial Services | 16.07 | 20.18 |
| Consumer Cyclical | 10.46 | 8.46 |
| Consumer Defensive | 2.32 | 4.73 |
| Real Estate | 0.75 | 0.52 |
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