Invesco India Dynamic Equity Fund vs PGIM India Balanced Advantage Fund compare
Invesco India Dynamic Equity Fund - Growth
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
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) | ₹770 Cr | ₹1138 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 04 Oct 2007 | 24 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 | 2.2 | 2.14 |
Manager | Amit Ganatra | Puneet Pal |
ISIN Code | INF205K01213 | INF663L01V72 |
Exits Load | Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months./365 | Exit load of 0.5%, if redeemed within 90 days./365 |
Scheme Name | Invesco India Dynamic Equity Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Month | 3.14% | 1.42% |
6 Month | 11.47% | 13.17% |
1 Year | 27.01% | 19.75% |
3 Year | 12.53% | 10.57% |
5 Year | 13.4% | - |
Scheme Name | Invesco India Dynamic Equity Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 10.82% | 7.64% |
3 Year | 25.99% | 18.36% |
5 Year | 41.3% | 20.59% |
Scheme Name | Invesco India Dynamic Equity Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 12.53% | 9.08% |
3 Year | 31.95% | 23.3% |
5 Year | 44.68% | 24.29% |
Scheme Name | Invesco India Dynamic Equity Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 7.47% | 7.82% |
Sharp | 0.85% | 0.48% |
Beta | 0.97% | 1.02% |
Alpha | 2.14% | -0.67% |
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Get Free Experts GuidanceScheme 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 |
Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 37.61 | 32.5 |
Large Cap | 52.05 | 49.05 |
Mid Cap | 5.82 | 14.43 |
Small Cap | 4.52 | 4.02 |
Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 19.86 | 4.07 |
Unclassified | 15.74 | - |
Financial | 15.61 | 27.49 |
Technology | 4.63 | 5.81 |
Energy | 3.18 | 9.9 |
Sovereign | 6.8 | 15.74 |
Capital Goods | 7.14 | 6.34 |
Healthcare | 7.72 | 4.01 |
Services | 5.46 | 5.9 |
Construction | 1.02 | 2.73 |
Communication | 1.74 | 1.86 |
Automobile | 3.24 | 4.21 |
Consumer Discretionary | 2.14 | 1.1 |
Materials | 1.87 | 2.73 |
Metals & Mining | 1.63 | - |
Insurance | 0.95 | 2.52 |
Consumer Staples | 1.27 | 2.79 |
Diversified | - | 1.22 |
Chemicals | - | 1.21 |
Textiles | - | 0.37 |
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