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	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	-2.46%	1.42%
6 Month	7.79%	13.17%
1 Year	26.16%	19.75%
3 Year	12.27%	10.57%
5 Year	11.71%	-

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	11.36%	9.86%
3 Year	10.72%	9.99%
5 Year	10.79%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation	7.47%	7.82%
Sharp	0.77%	0.48%
Beta	0.31%	1.02%
Alpha	3.3%	-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