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) ₹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

Trailing Lumpsum Returns

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% -

SIP Return Analysis

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%

Rolling Lumpsum Returns

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% -

Risk Management

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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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
Fund Manage 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 37.61 34.2
Large Cap 52.05 58.17
Mid Cap 5.82 5.13
Small Cap 4.52 2.5

Sector Allocation

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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