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)	₹451 Cr	₹4067 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	Other Themes
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	-0.91%	-0.26%
6 Month	-0.06%	15.13%
1 Year	-4.37%	17.3%
3 Year	13.25%	24.29%
5 Year	-	23.07%

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	UTI-Transpotation and Logistics Fund-Growth Option
6 Month	-0.96%	2.36%
1 Year	2.75%	25.82%
3 Year	9.84%	21.53%
5 Year	-	22.34%

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	UTI-Transpotation and Logistics Fund-Growth Option
1 Year	10.15%	13.03%
3 Year	13.1%	17.17%
5 Year	-	16.47%

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	UTI-Transpotation and Logistics Fund-Growth Option
Standard Deviation	12.60%	15.88%
Sharp	0.52%	1.04%
Beta	0.91%	-
Alpha	0.28%	-

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	9.71	7.81
Large Cap	64.79	72.34
Mid Cap	10.04	8.19
Small Cap	15.45	11.66

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	UTI-Transpotation and Logistics Fund-Growth Option
Others	0.71	6
Technology	16.25	-
Consumer Defensive	8.03	-
Financial Services	29.21	-
Consumer Cyclical	13.97	80.03
Industrials	6.63	13.97
Energy	1.22	-
Healthcare	12.73	-
Basic Materials	1.9	-
Real Estate	4.03	-
Communication Services	4.72	-
Utilities	0.6	-