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UTI vs Invesco India Dynamic Equity Fund compare

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tortoise-icon Invesco India Dynamic Equity Fund - Growth

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tortoise-icon 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) ₹935 Cr ₹2921 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 4.49% 3.88%
6 Month -1.53% 1.3%
1 Year 7.76% 10.32%
3 Year 13.99% -
5 Year 14.34% -

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth UTI Balanced Advantage Fund - Regular (G)
6 Month 0.4% 2.22%
1 Year -0.13% 4.71%
3 Year 12.03% -
5 Year 11.56% -

Rolling Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth UTI Balanced Advantage Fund - Regular (G)
1 Year 11.45% 18.51%
3 Year 10.8% -
5 Year 10.87% -

Risk Management

Scheme Name Invesco India Dynamic Equity Fund - Growth UTI Balanced Advantage Fund - Regular (G)
Standard Deviation 7.47% -
Sharp 0.78% -
Beta 1.04% -
Alpha 1.33% -

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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 32.96 33.97
Large Cap 56.2 57.94
Mid Cap 8.79 5.03
Small Cap 2.05 3.06

Sector Allocation

Scheme Name

Invesco India Dynamic Equity Fund - Growth

UTI Balanced Advantage Fund - Regular (G)

Others 32.96 33.97
Telecom - Services 2.59 -
Petroleum Products 4.57 -
IT - Software 9.2 -
Construction 6.4 -
Healthcare Services 2.27 -
Other Utilities 0.26 -
Non - Ferrous Metals 0.88 -
Banks 11.51 -
Pharmaceuticals & Biotechnology 7.09 -
Cement & Cement Products 1.02 -
Power 1.21 -
Automobiles 3.89 -
Commercial Services & Supplies 0.75 -
Finance 2.03 -
Insurance 1.89 -
Beverages 1.41 -
Food Products 1.06 -
Aerospace & Defense 1.19 -
Consumer Durables 2.35 -
Industrial Products 0.17 -
Retailing 3.52 -
Realty 0.9 -
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

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