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

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Invesco India Dynamic Equity Fund - Growth

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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	Very High Risk	Very High Risk
Asset Size (Cr)	₹935 Cr	₹978 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	2.15	2.18
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	-2.17%	-1.2%
6 Month	-4.22%	-5.84%
1 Year	6.93%	5.01%
3 Year	11.32%	7.73%
5 Year	10.15%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	PGIM India Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	-0.51%	-2.98%
3 Year	12.32%	7.55%
5 Year	11.96%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	PGIM India Balanced Advantage Fund - Regular Growth
1 Year	11.45%	10.32%
3 Year	10.8%	9.8%
5 Year	10.87%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation	7.47%	8.876%
Sharp	0.6%	0.244%
Beta	1.02%	-
Alpha	2.1%	-

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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