UTI vs Invesco India Dynamic Equity Fund compare

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Invesco India Dynamic Equity Fund - Growth

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UTI Balanced Advantage Fund - Regular (G)

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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	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)	₹978 Cr	₹2959 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

Scheme Name	Invesco India Dynamic Equity Fund - Growth	UTI Balanced Advantage Fund - Regular (G)
1 Month	2.89%	2.16%
6 Month	2.08%	6.28%
1 Year	7.47%	9.18%
3 Year	16.46%	-
5 Year	14.12%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	UTI Balanced Advantage Fund - Regular (G)
6 Month	6.45%	6.19%
1 Year	9.19%	12.27%
3 Year	14.58%	-
5 Year	13.14%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	UTI Balanced Advantage Fund - Regular (G)
1 Year	11.29%	11.65%
3 Year	10.91%	-
5 Year	10.92%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	UTI Balanced Advantage Fund - Regular (G)
Standard Deviation	7.47%	-
Sharp	0.94%	-
Beta	1.05%	-
Alpha	1.14%	-

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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)

Scheme Name	Invesco India Dynamic Equity Fund - Growth	UTI Balanced Advantage Fund - Regular (G)
Others	31.98	33.97
Large Cap	57.4	57.94
Mid Cap	8.87	5.03
Small Cap	1.75	3.06

Scheme Name	Invesco India Dynamic Equity Fund - Growth	UTI Balanced Advantage Fund - Regular (G)
Others	31.98	33.97
Telecom - Services	2.76	-
Petroleum Products	4.92	-
IT - Software	8.8	-
Construction	5.98	-
Healthcare Services	2.31	-
Other Utilities	0.1	-
Non - Ferrous Metals	0.79	-
Banks	12.12	-
Pharmaceuticals & Biotechnology	7.23	-
Cement & Cement Products	1.04	-
Power	1.18	-
Automobiles	4.01	-
Commercial Services & Supplies	0.71	-
Finance	1.96	-
Insurance	2.01	-
Beverages	1.33	-
Food Products	1.27	-
Aerospace & Defense	1.21	-
Consumer Durables	2.66	-
Retailing	3.86	-
Realty	0.89	-
Transport Services	0.88	-
Energy	-	3.89
Technology	-	7.9
Consumer Defensive	-	5.41
Industrials	-	3.95
Basic Materials	-	4.18
Healthcare	-	2.41
Financial Services	-	23.86
Consumer Cyclical	-	7.55
Real Estate	-	0.2
Communication Services	-	4.72
Utilities	-	1.98