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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) | ₹1091 Cr | ₹3161 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 | 0.9% | 1.42% |
| 6 Month | 3.81% | 4.6% |
| 1 Year | 1.72% | 6.48% |
| 3 Year | 12.22% | - |
| 5 Year | 11.53% | - |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | 2.3% | 3.01% |
| 1 Year | 9.84% | 11.94% |
| 3 Year | 11.65% | - |
| 5 Year | 11.64% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 10.75% | 10.2% |
| 3 Year | 11.1% | - |
| 5 Year | 11.12% | - |
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 | 33.73 | 33.72 |
| Large Cap | 57.49 | 59.04 |
| Small Cap | 1.63 | 2.97 |
| Mid Cap | 7.15 | 4.26 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 33.73 | 29.73 |
| Telecom - Services | 2.71 | - |
| Petroleum Products | 4.6 | - |
| IT - Software | 7.88 | - |
| Construction | 5.34 | - |
| Healthcare Services | 2.22 | - |
| Other Utilities | 0.09 | - |
| Non - Ferrous Metals | 0.95 | - |
| Banks | 12.9 | - |
| Pharmaceuticals & Biotechnology | 6.61 | - |
| Cement & Cement Products | 0.97 | - |
| Power | 1.07 | - |
| Automobiles | 4.72 | - |
| Commercial Services & Supplies | 0.59 | - |
| Finance | 1.94 | - |
| Insurance | 1.93 | - |
| Beverages | 1.06 | - |
| Food Products | 1.2 | - |
| Aerospace & Defense | 1.46 | - |
| Consumer Durables | 2.44 | - |
| Retailing | 3.92 | - |
| Realty | 0.84 | - |
| Transport Services | 0.83 | - |
| Energy | - | 4.73 |
| Technology | - | 7.37 |
| Consumer Defensive | - | 4.93 |
| Industrials | - | 4.74 |
| Basic Materials | - | 4.23 |
| Healthcare | - | 2.92 |
| Financial Services | - | 26.19 |
| Consumer Cyclical | - | 9.05 |
| Communication Services | - | 4.92 |
| Utilities | - | 1.2 |
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