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Invesco India Financial Services Fund vs UTI Banking and Financial Services Fund compare
Invesco India Financial Services Fund - Retail Growth
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Invesco India Financial Services Fund - Retail Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1126 Cr | ₹1128 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Jul 2008 | 01 Aug 2005 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 29% | 20% |
| Expense Ratio | 2.19 | 2.22 |
| Manager | Dhimant Kothari | Preethi R S |
| ISIN Code | INF205K01155 | INF789F01372 |
| Exits Load | Invesco India Financial Services Fund - Retail - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Banking and Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 4.27% | 2.73% |
| 6 Month | 1.72% | 5.5% |
| 1 Year | 16.45% | 14.92% |
| 3 Year | 27.03% | 22.9% |
| 5 Year | 24.61% | 23.67% |
SIP Return Analysis
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 11.79% | 10.9% |
| 1 Year | 19.63% | 20.67% |
| 3 Year | 22.8% | 18.74% |
| 5 Year | 20.38% | 17.71% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.1% | 14.58% |
| 3 Year | 15.79% | 13.47% |
| 5 Year | 15.31% | 11.81% |
Risk Management
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.56% | 14.251% |
| Sharp | 0.673% | 0.511% |
| Beta | 0.893% | 0.915% |
| Alpha | 6.317% | 3.729% |
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Fund Managers
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhimant Kothari | Preethi R S |
| Total AUM | ₹8118 Cr | ₹1002 Cr |
| Funds Managed | 7 | 1 |
| Invesco India Financial Services Fund - Retail Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.15 | 10.02 |
| Small Cap | 16.91 | 16.31 |
| Mid Cap | 20.27 | 10.27 |
| Large Cap | 58.67 | 63.41 |
Sector Allocation
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.15 | 4.54 |
| Financial Services | 92.23 | 95.39 |
| Healthcare | 1.51 | - |
| Technology | 2.11 | 0.08 |
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