INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs UTI compare

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INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

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UTI-Transpotation and Logistics Fund-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	UTI-Transpotation and Logistics Fund-Growth Option
Fund	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	UTI-Transpotation and Logistics Fund-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹443 Cr	₹3968 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	18 Mar 2021	30 Jul 2005
Category	Other Themes	Thematic Transportation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 ESG TRI	Nifty Transportation & Logistics TRI
Turn Over	37%	14%
Expense Ratio	2.43	1.96
Manager	Amit Nigam	Sachin Trivedi
ISIN Code	INF205KA1304	INF789F01299
Exits Load	Invesco India ESG Integration Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	UTI-Transpotation and Logistics Fund-Growth Option
1 Month	0.28%	0.05%
6 Month	6.86%	26.09%
1 Year	-3.22%	10.46%
3 Year	14.07%	25.45%
5 Year	-	27.4%

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	1.12%	10.37%
1 Year	6.13%	37.71%
3 Year	12.5%	25.36%
5 Year	-	24.33%

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	10.15%	12.93%
3 Year	13.1%	16.46%
5 Year	-	16.16%

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	12.53%	15.96%
Sharp	0.51%	1.05%
Beta	0.90%	-
Alpha	0.16%	-

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	UTI-Transpotation and Logistics Fund-Growth Option
Name	Amit Nigam	Sachin Trivedi
Total AUM	₹14602 Cr	₹7301 Cr
Funds Managed	13	3
	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	UTI-Transpotation and Logistics Fund-Growth Option

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	UTI-Transpotation and Logistics Fund-Growth Option
Others	8.28	6.15
Large Cap	64.75	73.23
Mid Cap	10.93	8.09
Small Cap	16.05	12.53

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	UTI-Transpotation and Logistics Fund-Growth Option
Others	1.34	6.15
Technology	15.27	-
Consumer Defensive	7.81	-
Financial Services	28.97	-
Industrials	7.34	14.63
Consumer Cyclical	15.43	79.22
Healthcare	12.03	-
Basic Materials	2.33	-
Real Estate	3.29	-
Communication Services	4.3	-
Utilities	1.9	-