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UTI vs Invesco India Dynamic Equity Fund compare
Invesco India Dynamic Equity Fund - Growth
UTI Balanced Advantage Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Fund | Invesco India Dynamic Equity Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1050 Cr | ₹3067 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 04 Oct 2007 | 10 Aug 2023 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 173% | % |
| Expense Ratio | 2.15 | 1.96 |
| Manager | Amit Ganatra | Sachin Trivedi |
| ISIN Code | INF205K01213 | INF789F1AYT7 |
| 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 | UTI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Month | 1.16% | 1.09% |
| 6 Month | 5.96% | 5.7% |
| 1 Year | 4.35% | 7.06% |
| 3 Year | 12.53% | - |
| 5 Year | 11.76% | - |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | 1.27% | 1.76% |
| 1 Year | 7.05% | 9.41% |
| 3 Year | 10.91% | - |
| 5 Year | 11.08% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 10.8% | 10.2% |
| 3 Year | 11.08% | - |
| 5 Year | 11.1% | - |
Risk Management
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 7.47% | - |
| Sharp | 0.87% | - |
| Beta | 1.08% | - |
| Alpha | 0.89% | - |
Fund Managers
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Name | Amit Ganatra | Sachin Trivedi |
| Total AUM | ₹23585 Cr | ₹7301 Cr |
| Funds Managed | 5 | 3 |
| Invesco India Dynamic Equity Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
Market Cap
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 40.13 | 33.72 |
| Large Cap | 51.47 | 59.04 |
| Mid Cap | 6.75 | 4.26 |
| Small Cap | 1.65 | 2.97 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 35.11 | 29.73 |
| Communication Services | 2.53 | 4.92 |
| Energy | 4.39 | 4.73 |
| Technology | 8.67 | 7.37 |
| Industrials | 7.91 | 4.74 |
| Healthcare | 8.81 | 2.92 |
| Utilities | 1.14 | 1.2 |
| Basic Materials | 1.85 | 4.23 |
| Financial Services | 16.07 | 26.19 |
| Consumer Cyclical | 10.46 | 9.05 |
| Consumer Defensive | 2.32 | 4.93 |
| Real Estate | 0.75 | - |
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