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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) | ₹1034 Cr | ₹3004 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 | -0.47% | -1.16% |
| 6 Month | 6% | 5.46% |
| 1 Year | 3.58% | 5.65% |
| 3 Year | 13.07% | - |
| 5 Year | 12.56% | - |
SIP Return Analysis
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | 2.71% | 1.52% |
| 1 Year | 4.49% | 5.15% |
| 3 Year | 11.83% | - |
| 5 Year | 11.61% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 11.13% | 10.61% |
| 3 Year | 10.96% | - |
| 5 Year | 11% | - |
Risk Management
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 7.47% | - |
| Sharp | 1.01% | - |
| Beta | 0.11% | - |
| Alpha | 7.1% | - |
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 | 43.89 | 35.25 |
| Large Cap | 47.28 | 55.52 |
| Mid Cap | 7.09 | 5.06 |
| Small Cap | 1.74 | 4.17 |
Sector Allocation
| Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 38.72 | 31.78 |
| Communication Services | 2.63 | 4.48 |
| Energy | 4.54 | 4.59 |
| Technology | 9.3 | 7.08 |
| Industrials | 4.69 | 4.49 |
| Healthcare | 9.27 | 3.5 |
| Utilities | 1.26 | 1.6 |
| Basic Materials | 1.78 | 4.19 |
| Financial Services | 14.7 | 25.52 |
| Consumer Cyclical | 9.81 | 7.37 |
| Consumer Defensive | 2.5 | 5.39 |
| Real Estate | 0.81 | - |
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