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)	₹453 Cr	₹3741 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	2.85%	10.27%
6 Month	13.13%	32.63%
1 Year	-5.46%	5.3%
3 Year	13.64%	23.52%
5 Year	-	26.38%

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	2.05%	15.61%
1 Year	3.6%	37.02%
3 Year	12.61%	25.8%
5 Year	-	24.54%

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	12.69%	16.10%
Sharp	0.44%	0.86%
Beta	0.90%	-
Alpha	0.75%	-

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	-