UTI vs Invesco India Dynamic Equity Fund compare
Invesco India Dynamic Equity Fund - Growth
Invest NowUTI Balanced Advantage Fund - Regular (G)
Invest NowChart Comparison
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 |
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% | - |
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% | - |
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% | - |
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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Get Free Experts GuidanceScheme 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) |
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 |
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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