PGIM India Balanced Advantage Fund vs Invesco India Dynamic Equity 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 | -2.03% | -2.87% |
| 6 Month | 6.13% | 5.58% |
| 1 Year | 20.95% | 15.91% |
| 3 Year | 11.56% | 8.44% |
| 5 Year | 11.58% | - |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.7% | 12.21% |
| 3 Year | 16.99% | 12.24% |
| 5 Year | 14.61% | - |
| 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 | 0.7% | 0.48% |
| Beta | 1.01% | 1.02% |
| Alpha | 3.08% | -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 | 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 |
| Financial | 15.61 | 27.49 |
| Energy | 3.18 | 9.9 |
| Construction | 1.02 | 2.73 |
| Technology | 4.63 | 5.81 |
| Sovereign | 6.8 | 15.74 |
| Materials | 1.87 | 2.73 |
| Communication | 1.74 | 1.86 |
| Capital Goods | 7.14 | 6.34 |
| Healthcare | 7.72 | 4.01 |
| Automobile | 3.24 | 4.21 |
| Services | 5.46 | 5.9 |
| Insurance | 0.95 | 2.52 |
| Consumer Staples | 1.27 | 2.79 |
| Consumer Discretionary | 2.14 | 1.1 |
| Metals & Mining | 1.63 | - |
| Unclassified | 15.74 | - |
| Chemicals | - | 1.21 |
| Diversified | - | 1.22 |
| Textiles | - | 0.37 |
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