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 | 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 | -3.78% | -3.01% |
| 6 Month | -0.45% | -3.07% |
| 1 Year | 11.44% | 7.09% |
| 3 Year | 11.29% | 7.68% |
| 5 Year | 11.19% | - |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.22% | 1.91% |
| 3 Year | 14.69% | 9.33% |
| 5 Year | 13.42% | - |
| 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 | 0.74% | 0.48% |
| Beta | 1% | 1.02% |
| Alpha | 3.82% | -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 |
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