Invesco India Dynamic Equity Fund vs PGIM India Balanced Advantage Fund compare

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tortoise-icon Invesco India Dynamic Equity Fund - Growth

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tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

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Chart Comparison

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

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 Moderately High Very High
Asset Size (Cr) ₹905 Cr ₹1057 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 2.16 2.16
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 2.64% 0.55%
6 Month 6.2% 2.38%
1 Year 16.96% 11.08%
3 Year 13.46% 8.95%
5 Year 12.02% -

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth PGIM India Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 14.62% 7.63%
3 Year 17.42% 11.32%
5 Year 15.02% -

Rolling Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth PGIM India Balanced Advantage Fund - Regular Growth
1 Year 11.36% 10.08%
3 Year 10.69% 9.97%
5 Year 10.78% -

Risk Management

Scheme Name Invesco India Dynamic Equity Fund - Growth PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation 7.47% 7.82%
Sharp 0.81% 0.48%
Beta 1.01% 1.02%
Alpha 3.44% -0.67%

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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
Fund Manage 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 33.34 32.5
Small Cap 4.9 4.02
Large Cap 51.99 49.05
Mid Cap 9.77 14.43

Sector Allocation

Scheme Name

Invesco India Dynamic Equity Fund - Growth

PGIM India Balanced Advantage Fund - Regular Growth

Others 33.34 4.07
Cement & Cement Products 0.71 -
Telecom - Services 1.93 -
Petroleum Products 4.97 -
Electrical Equipment 2.2 -
IT - Software 11.39 -
Construction 6.34 2.73
Finance 2.4 -
Healthcare Services 2.38 -
Retailing 3.46 -
Banks 11.94 -
Pharmaceuticals & Biotechnology 5.95 -
Automobiles 2.42 -
Insurance 0.9 2.52
Beverages 0.99 -
Aerospace & Defense 1.17 -
Consumer Durables 2.85 -
Industrial Products 0.53 -
Realty 0.97 -
Fertilizers & Agrochemicals 0.71 -
Transport Services 0.68 -
Power 1.77 -
Sovereign - 15.74
Energy - 9.9
Materials - 2.73
Technology - 5.81
Financial - 27.49
Healthcare - 4.01
Chemicals - 1.21
Capital Goods - 6.34
Automobile - 4.21
Services - 5.9
Consumer Staples - 2.79
Consumer Discretionary - 1.1
Communication - 1.86
Diversified - 1.22
Textiles - 0.37

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