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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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

Scheme Name	Invesco India Dynamic Equity Fund - Growth	UTI Balanced Advantage Fund - Regular (G)
1 Month	3.29%	4.57%
6 Month	-3.45%	0.25%
1 Year	7.05%	10.73%
3 Year	11.67%	-
5 Year	14.47%	-

Scheme Name	Invesco India Dynamic Equity Fund - Growth	UTI Balanced Advantage Fund - Regular (G)
6 Month	-0.94%	2.46%
1 Year	-1.58%	5.76%
3 Year	12.17%	-
5 Year	11.72%	-

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	0.5%	-
Beta	1.04%	-
Alpha	1.87%	-

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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
Funds Managed	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	38.08	33.97
Large Cap	51.65	57.94
Mid Cap	8.26	5.03
Small Cap	2.02	3.06

Scheme Name	Invesco India Dynamic Equity Fund - Growth	UTI Balanced Advantage Fund - Regular (G)
Others	35.78	33.97
Communication Services	2.29	4.72
Energy	4.41	3.89
Technology	10.19	7.9
Industrials	8.83	3.95
Financial Services	15.2	23.86
Healthcare	8.82	2.41
Consumer Cyclical	8.67	7.55
Utilities	1.31	1.98
Basic Materials	1.67	4.18
Consumer Defensive	1.99	5.41
Real Estate	0.84	0.2