UTI vs Invesco India Dynamic Equity Fund compare

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)	₹1024 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	-0.73%	-1.59%
6 Month	4.57%	4.74%
1 Year	2.98%	5.09%
3 Year	13.05%	-
5 Year	12.37%	-

SIP Return Analysis

Scheme Name	Invesco India Dynamic Equity Fund - Growth	UTI Balanced Advantage Fund - Regular (G)
6 Month	2.73%	1.78%
1 Year	2.88%	4.43%
3 Year	11.34%	-
5 Year	11.28%	-

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	37.94	35.25
Large Cap	53	55.52
Mid Cap	7.38	5.06
Small Cap	1.68	4.17

Sector Allocation

Scheme Name	Invesco India Dynamic Equity Fund - Growth	UTI Balanced Advantage Fund - Regular (G)
Others	32.34	31.78
Communication Services	2.82	4.48
Energy	4.95	4.59
Technology	10.07	7.08
Industrials	9.34	4.49
Healthcare	9.07	3.5
Utilities	1.26	1.6
Basic Materials	1.84	4.19
Financial Services	14.79	25.52
Consumer Cyclical	10.23	7.37
Consumer Defensive	2.38	5.39
Real Estate	0.91	-

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