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UTI Banking and Financial Services Fund vs Invesco India 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) ₹1422 Cr ₹1287 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 3.26% 3.93%
6 Month 9.66% 7.25%
1 Year 9.46% 11.44%
3 Year 21.57% 17.45%
5 Year 21.57% 20.87%

SIP Return Analysis

Scheme Name Invesco India Financial Services Fund - Retail Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month 3.45% 3.66%
1 Year 19.32% 20.13%
3 Year 20.52% 17.37%
5 Year 18.89% 16.16%

Rolling Lumpsum Returns

Scheme Name Invesco India Financial Services Fund - Retail Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year 16.75% 14.21%
3 Year 15.94% 13.67%
5 Year 15.43% 12.02%

Risk Management

Scheme Name Invesco India Financial Services Fund - Retail Growth UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation 12.65% 12.51%
Sharp 1.03% 0.76%
Beta 0.81% 0.85%
Alpha 8.63% 5.01%

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 3.89 11.78
Small Cap 23.93 13.81
Large Cap 54.26 65.61
Mid Cap 17.92 8.79

Sector Allocation

Scheme Name

Invesco India Financial Services Fund - Retail Growth

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Others 1.45 0.51
Financial Services 95.54 98.06
Healthcare 1.08 -
Technology 1.93 1.44

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