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ICICI Prudential Balanced Advantage Fund vs Invesco India Dynamic Equity Fund compare

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tortoise-icon ICICI Prudential Balanced Advantage Fund - Growth

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tortoise-icon Invesco India Dynamic Equity Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Invesco India Dynamic Equity Fund - Growth
Fund ICICI Prudential Balanced Advantage Fund - Growth Invesco India Dynamic Equity Fund - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹60347 Cr ₹935 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 30 Dec 2006 04 Oct 2007
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate Index NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 16% 173%
Expense Ratio 1.48 2.15
Manager Sharmila D'mello Amit Ganatra
ISIN Code INF109K01BH2 INF205K01213
Exits Load ICICI Prudential Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Invesco India Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Invesco India Dynamic Equity Fund - Growth
1 Month 2.88% 2.77%
6 Month -3.36% -6.14%
1 Year 6.79% 5.35%
3 Year 11.48% 10.99%
5 Year 18.36% 15.75%

SIP Return Analysis

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Invesco India Dynamic Equity Fund - Growth
6 Month 0.2% -3.03%
1 Year 2.25% -2.41%
3 Year 11.86% 12.19%
5 Year 12.65% 11.85%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Invesco India Dynamic Equity Fund - Growth
1 Year 11.05% 11.45%
3 Year 11.77% 10.8%
5 Year 12.39% 10.87%

Risk Management

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Invesco India Dynamic Equity Fund - Growth
Standard Deviation 4.42% 7.47%
Sharp 0.8% 0.54%
Beta 0.68% 1.05%
Alpha 2.59% 1.84%

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Fund Managers

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Invesco India Dynamic Equity Fund - Growth
Name Sharmila D'mello Amit Ganatra
Total AUM ₹354743 Cr ₹23585 Cr
Funds Managed 35 5
ICICI Prudential Balanced Advantage Fund - Growth Invesco India Dynamic Equity Fund - Growth

Market Cap

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

Invesco India Dynamic Equity Fund - Growth

Others 46.98 36.75
Large Cap 59.86 49.88
Mid Cap 5.83 9.68
Small Cap 1 3.68

Sector Allocation

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

Invesco India Dynamic Equity Fund - Growth

Others 46.79 34.7
Energy 3.9 4.57
Industrials 5.37 10.14
Technology 6.62 10.71
Consumer Cyclical 14.25 7.94
Basic Materials 4.88 1.68
Financial Services 19.48 13.67
Consumer Defensive 5.15 1.98
Healthcare 2.82 8.59
Real Estate 0.09 0.99
Communication Services 2.33 2.05
Utilities 2 2.98

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