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)	₹483 Cr	₹3447 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	2.73%	3.93%
6 Month	-0.88%	3.05%
1 Year	4.16%	-3.3%
3 Year	18.27%	24.25%
5 Year	-	27.11%

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	9.7%	11.96%
1 Year	9.47%	10.1%
3 Year	17.41%	21.59%
5 Year	-	22.77%

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	12.6%	13.52%
3 Year	12.79%	15.91%
5 Year	-	15.62%

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	13.95%	16.44%
Sharp	0.62%	0.94%
Beta	0.92%	-
Alpha	0.77%	-

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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	3.64	3.33
Large Cap	67.85	73.39
Mid Cap	15.3	9.86
Small Cap	13.2	13.41

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	UTI-Transpotation and Logistics Fund-Growth Option
Others	1.83	3.33
Technology	14.77	-
Financial Services	31.31	-
Industrials	11.61	17.44
Consumer Cyclical	11.74	79.23
Healthcare	11.39	-
Basic Materials	3.01	-
Consumer Defensive	4.45	-
Real Estate	2.96	-
Communication Services	4.08	-
Utilities	2.86	-