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

Invesco India Dynamic Equity Fund - Growth

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PGIM India Balanced Advantage Fund - Regular Growth

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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

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%	-

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%	-

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%	-

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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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

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

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