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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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 Risk	Very High Risk
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

Scheme Name	Invesco India Dynamic Equity Fund - Growth	UTI Balanced Advantage Fund - Regular (G)
1 Month	-2.17%	-0.17%
6 Month	-4.22%	-1.33%
1 Year	6.93%	8.18%
3 Year	11.32%	-
5 Year	10.15%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	UTI Balanced Advantage Fund - Regular (G)
6 Month	-	-
1 Year	-1.92%	2.29%
3 Year	11.87%	-
5 Year	11.87%	-

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%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	UTI Balanced Advantage Fund - Regular (G)
Standard Deviation	7.47%	-
Sharp	0.6%	-
Beta	1.02%	-
Alpha	2.1%	-

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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)

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