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 Moderately High Very High
Asset Size (Cr) ₹905 Cr ₹2978 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 2.16 1.91
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 2.64% 0.7%
6 Month 6.2% 3.76%
1 Year 16.96% 11.95%
3 Year 13.46% -
5 Year 12.02% -

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth UTI Balanced Advantage Fund - Regular (G)
6 Month - -
1 Year 14.62% 9.16%
3 Year 17.42% -
5 Year 15.02% -

Rolling Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth UTI Balanced Advantage Fund - Regular (G)
1 Year 11.36% 20.41%
3 Year 10.69% -
5 Year 10.78% -

Risk Management

Scheme Name Invesco India Dynamic Equity Fund - Growth UTI Balanced Advantage Fund - Regular (G)
Standard Deviation 7.47% -
Sharp 0.81% -
Beta 1.01% -
Alpha 3.44% -

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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
Fund Manage 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 33.34 34.2
Small Cap 4.9 2.5
Large Cap 51.99 58.17
Mid Cap 9.77 5.13

Sector Allocation

Scheme Name

Invesco India Dynamic Equity Fund - Growth

UTI Balanced Advantage Fund - Regular (G)

Others 33.34 17.61
Cement & Cement Products 0.71 -
Telecom - Services 1.93 -
Petroleum Products 4.97 -
Electrical Equipment 2.2 -
IT - Software 11.39 -
Construction 6.34 2.3
Finance 2.4 -
Healthcare Services 2.38 -
Retailing 3.46 -
Banks 11.94 -
Pharmaceuticals & Biotechnology 5.95 -
Automobiles 2.42 -
Insurance 0.9 1.06
Beverages 0.99 -
Aerospace & Defense 1.17 -
Consumer Durables 2.85 -
Industrial Products 0.53 -
Realty 0.97 -
Fertilizers & Agrochemicals 0.71 -
Transport Services 0.68 -
Power 1.77 -
Healthcare - 2.72
Automobile - 5.08
Consumer Staples - 2.19
Materials - 1.58
Technology - 5.58
Services - 2.21
Financial - 36.39
Metals & Mining - 1.71
Consumer Discretionary - 1.96
Capital Goods - 1.81
Energy - 4.46
Communication - 2.52
Sovereign - 10.5
Chemicals - 0.32

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