Invesco India Dynamic Equity Fund vs ICICI Prudential Balanced Advantage Fund compare
ICICI Prudential Balanced Advantage Fund - Growth
Invesco India Dynamic Equity Fund - Growth
Chart Comparison
| 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 | High | Very High |
| Asset Size (Cr) | ₹58543 Cr | ₹770 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Dec 2006 | 04 Oct 2007 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 16% | 173% |
| Expense Ratio | 1.47 | 2.2 |
| Manager | Sharmila D'mello | Amit Ganatra |
| ISIN Code | INF109K01BH2 | INF205K01213 |
| Exits Load | Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year./365 | Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months./365 |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Month | -2.66% | -2.46% |
| 6 Month | 6.85% | 7.79% |
| 1 Year | 21.03% | 26.16% |
| 3 Year | 12.25% | 12.27% |
| 5 Year | 13.16% | 11.71% |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 6 Month | 5.69% | - |
| 1 Year | 11.33% | 10.82% |
| 3 Year | 28.39% | 25.99% |
| 5 Year | 48.8% | 41.3% |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| 1 Year | 11.04% | 11.36% |
| 3 Year | 11.78% | 10.72% |
| 5 Year | 12.32% | 10.79% |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Standard Deviation | 4.42% | 7.47% |
| Sharp | 1.33% | 0.77% |
| Beta | 0.12% | 0.31% |
| Alpha | 5.32% | 3.3% |
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| 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 |
| Fund Manage | 35 | 5 |
| ICICI Prudential Balanced Advantage Fund - Growth | Invesco India Dynamic Equity Fund - Growth |
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 20.3 | 37.61 |
| Large Cap | 53.94 | 52.05 |
| Mid Cap | 4.87 | 5.82 |
| Small Cap | 0.42 | 4.52 |
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
Invesco India Dynamic Equity Fund - Growth |
|---|---|---|
| Others | 17.86 | 19.86 |
| Financial | 12.79 | 15.61 |
| Healthcare | 2.52 | 7.72 |
| Services | 0.29 | 5.46 |
| Energy | 4.88 | 3.18 |
| Consumer Staples | 3.44 | 1.27 |
| Automobile | 10.24 | 3.24 |
| Construction | 2.71 | 1.02 |
| Materials | 1.78 | 1.87 |
| Technology | 4.16 | 4.63 |
| Consumer Discretionary | 0.71 | 2.14 |
| Metals & Mining | 0.4 | 1.63 |
| Communication | 2.98 | 1.74 |
| Sovereign | 12.61 | 6.8 |
| Capital Goods | 0.8 | 7.14 |
| Insurance | 0.12 | 0.95 |
| Chemicals | 1.24 | - |
| Unclassified | - | 15.74 |
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