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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 | ₹3000 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 | -0.5% | 0.06% |
| 6 Month | 7.96% | 7% |
| 1 Year | 0.97% | 3.75% |
| 3 Year | 13.23% | - |
| 5 Year | 12.33% | - |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | 1.17% | 1.49% |
| 1 Year | 6.82% | 9.11% |
| 3 Year | 11.34% | - |
| 5 Year | 11.32% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 10.96% | 10.2% |
| 3 Year | 11.02% | - |
| 5 Year | 11.04% | - |
Risk Management
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 7.47% | - |
| Sharp | 0.85% | - |
| Beta | 0.11% | - |
| Alpha | 6.08% | - |
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 | 41.81 | 35.35 |
| Large Cap | 49.58 | 56.54 |
| Mid Cap | 6.88 | 4.12 |
| Small Cap | 1.72 | 3.99 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 36.71 | 31.89 |
| Communication Services | 2.61 | 4.41 |
| Energy | 4.39 | 4.53 |
| Technology | 9.12 | 7.35 |
| Industrials | 7.75 | 4.15 |
| Healthcare | 9 | 3.41 |
| Utilities | 1.21 | 1.57 |
| Basic Materials | 1.8 | 4.18 |
| Financial Services | 13.83 | 23.95 |
| Consumer Cyclical | 10.45 | 8.98 |
| Consumer Defensive | 2.4 | 5.59 |
| Real Estate | 0.74 | - |
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