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 | Very High | Very High |
Asset Size (Cr) | ₹770 Cr | ₹2865 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 | 2.2 | 1.89 |
Manager | Amit Ganatra | Sachin Trivedi |
ISIN Code | INF205K01213 | INF789F1AYT7 |
Exits Load | Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
Scheme Name | Invesco India Dynamic Equity Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
1 Month | -2.46% | 1.32% |
6 Month | 7.79% | 10.63% |
1 Year | 26.16% | 21.15% |
3 Year | 12.27% | - |
5 Year | 11.71% | - |
Scheme Name | Invesco India Dynamic Equity Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
6 Month | - | - |
1 Year | 10.82% | 7.99% |
3 Year | 25.99% | 7.99% |
5 Year | 41.3% | 7.99% |
Scheme Name | Invesco India Dynamic Equity Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
1 Year | 11.36% | 20.6% |
3 Year | 10.72% | - |
5 Year | 10.79% | - |
Scheme Name | Invesco India Dynamic Equity Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Standard Deviation | 7.47% | - |
Sharp | 0.77% | - |
Beta | 0.31% | - |
Alpha | 3.3% | - |
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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 | 37.61 | 34.2 |
Large Cap | 52.05 | 58.17 |
Mid Cap | 5.82 | 5.13 |
Small Cap | 4.52 | 2.5 |
Scheme Name |
Invesco India Dynamic Equity Fund - Growth |
UTI Balanced Advantage Fund - Regular (G) |
---|---|---|
Others | 19.86 | 17.61 |
Financial | 15.61 | 36.39 |
Energy | 3.18 | 4.46 |
Construction | 1.02 | 2.3 |
Technology | 4.63 | 5.58 |
Sovereign | 6.8 | 10.5 |
Materials | 1.87 | 1.58 |
Communication | 1.74 | 2.52 |
Capital Goods | 7.14 | 1.81 |
Healthcare | 7.72 | 2.72 |
Automobile | 3.24 | 5.08 |
Services | 5.46 | 2.21 |
Insurance | 0.95 | 1.06 |
Consumer Staples | 1.27 | 2.19 |
Consumer Discretionary | 2.14 | 1.96 |
Metals & Mining | 1.63 | 1.71 |
Unclassified | 15.74 | - |
Chemicals | - | 0.32 |
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