UTI vs Invesco India Dynamic Equity Fund compare
Invesco India Dynamic Equity Fund - Growth
UTI Balanced Advantage Fund - Regular (G)
Chart 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 | 3.18% | 1.32% |
| 6 Month | 14.67% | 10.63% |
| 1 Year | 26.53% | 21.15% |
| 3 Year | 12.85% | - |
| 5 Year | 13.32% | - |
| 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 | 12.53% | 9.41% |
| 3 Year | 31.95% | 9.41% |
| 5 Year | 44.68% | 9.41% |
| Scheme Name | Invesco India Dynamic Equity Fund - Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 7.47% | - |
| Sharp | 0.76% | - |
| Beta | 1.03% | - |
| Alpha | 2.54% | - |
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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 | 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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