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)	₹465 Cr	₹3565 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	-1.64%	6.15%
6 Month	6.81%	21.43%
1 Year	-2.57%	2.85%
3 Year	12.56%	22.13%
5 Year	-	25.97%

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	0.99%	8.6%
1 Year	-2.81%	13.43%
3 Year	11.53%	19.97%
5 Year	-	21.43%

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	11.04%	13.18%
3 Year	13.35%	16.2%
5 Year	-	15.92%

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	12.66%	16.16%
Sharp	0.56%	0.88%
Beta	0.89%	-
Alpha	0.77%	-

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	8.12	4.23
Large Cap	63.39	74.01
Mid Cap	13.3	8.78
Small Cap	15.19	12.99

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	UTI-Transpotation and Logistics Fund-Growth Option
Others	2.5	4.23
Technology	13.93	-
Consumer Defensive	6.52	-
Financial Services	30.17	-
Industrials	10.29	16.81
Consumer Cyclical	13.71	78.96
Healthcare	10.85	-
Basic Materials	2.47	-
Real Estate	2.93	-
Communication Services	4.17	-
Utilities	2.45	-