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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 Very High Very High
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

Trailing Lumpsum Returns

Scheme Name Invesco India Dynamic Equity Fund - Growth UTI Balanced Advantage Fund - Regular (G)
1 Month 3.89% 4.23%
6 Month -5.47% -3.28%
1 Year 7.17% 9.24%
3 Year 12.08% -
5 Year 15.28% -

SIP Return Analysis

Scheme Name Invesco India Dynamic Equity Fund - Growth UTI Balanced Advantage Fund - Regular (G)
6 Month -3.03% 0.25%
1 Year -2.41% 3.02%
3 Year 12.19% -
5 Year 11.85% -

Rolling Lumpsum Returns

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% -

Risk Management

Scheme Name Invesco India Dynamic Equity Fund - Growth UTI Balanced Advantage Fund - Regular (G)
Standard Deviation 7.47% -
Sharp 0.54% -
Beta 1.05% -
Alpha 1.84% -

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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
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 36.75 33.97
Large Cap 49.88 57.94
Mid Cap 9.68 5.03
Small Cap 3.68 3.06

Sector Allocation

Scheme Name

Invesco India Dynamic Equity Fund - Growth

UTI Balanced Advantage Fund - Regular (G)

Others 34.7 33.97
Communication Services 2.05 4.72
Energy 4.57 3.89
Industrials 10.14 3.95
Technology 10.71 7.9
Consumer Cyclical 7.94 7.55
Financial Services 13.67 23.86
Healthcare 8.59 2.41
Utilities 2.98 1.98
Basic Materials 1.68 4.18
Consumer Defensive 1.98 5.41
Real Estate 0.99 0.2

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