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

Link copied to clipboard!

tortoise-icon ICICI Prudential Balanced Advantage Fund - Growth

Invest Now

tortoise-icon Invesco India Dynamic Equity Fund - Growth

Invest Now

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 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

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Invesco India Dynamic Equity Fund - Growth
1 Month -2.58% -2.14%
6 Month 5.16% 6.01%
1 Year 17% 21.09%
3 Year 11.53% 11.49%
5 Year 12.78% 11.51%

SIP Return Analysis

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Invesco India Dynamic Equity Fund - Growth
6 Month 5.69% -
1 Year 13% 15.7%
3 Year 14.89% 16.99%
5 Year 14.67% 14.61%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Invesco India Dynamic Equity Fund - Growth
1 Year 11.04% 11.36%
3 Year 11.77% 10.69%
5 Year 12.33% 10.78%

Risk Management

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Invesco India Dynamic Equity Fund - Growth
Standard Deviation 4.42% 7.47%
Sharp 1.02% 0.7%
Beta 0.65% 1.01%
Alpha 3.72% 3.08%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 20.3 37.61
Large Cap 53.94 52.05
Mid Cap 4.87 5.82
Small Cap 0.42 4.52

Sector Allocation

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

Top Comparisons

SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth

3Y Returns12.48%

VS

Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

3Y Returns14.94%

Compare Now

Tata Overnight Fund-Regular Plan-Growth Tata Overnight Fund-Regular Plan-Growth

3Y Returns5.79%

VS

Canara Robeco Overnight Fund - Regular Plan - Growth Option Canara Robeco Overnight Fund - Regular Plan - Growth Option

3Y Returns5.83%

Compare Now

Kotak Savings Fund -Growth Kotak Savings Fund -Growth

3Y Returns6.02%

VS

LIC MF Ultra Short Term Fund Regular - Growth LIC MF Ultra Short Term Fund Regular - Growth

3Y Returns5.55%

Compare Now

ITI Flexi Cap Fund Regular - Growth ITI Flexi Cap Fund Regular - Growth

3Y Returns0%

VS

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns16.26%

Compare Now
Request call back
Add to Cart Successfully