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Invesco India Financial Services Fund vs UTI Banking and Financial Services Fund compare

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tortoise-icon Invesco India Financial Services Fund - Retail Growth

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tortoise-icon UTI Banking and Financial Services Fund - Regular Plan - 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 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 1.03% -0.31%
6 Month 7.09% 10.69%
1 Year 16.75% 17.97%
3 Year 24.23% 21.03%
5 Year 26.82% 26.72%

SIP Return Analysis

Scheme Name Invesco India Financial Services Fund - Retail Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month 8.21% 9.62%
1 Year 15.25% 19.16%
3 Year 22.53% 19.12%
5 Year 20.17% 18.01%

Rolling Lumpsum Returns

Scheme Name Invesco India Financial Services Fund - Retail Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year 17.58% 14.67%
3 Year 15.7% 13.36%
5 Year 15.26% 11.7%

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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