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UTI Focused Fund vs INVESCO INDIA FOCUSED FUND compare
INVESCO INDIA FOCUSED FUND - Growth
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | INVESCO INDIA FOCUSED FUND - Growth | UTI Focused Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4153 Cr | ₹2673 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Sep 2020 | 25 Aug 2021 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 84% | 39.82% |
| Expense Ratio | 1.87 | 1.98 |
| Manager | Hiten Jain | Deepesh Agarwal |
| ISIN Code | INF205KA1189 | INF789F1AUY5 |
| Exits Load | Invesco India Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.52% | -2.5% |
| 6 Month | 8.29% | 4.26% |
| 1 Year | 5.64% | -3.5% |
| 3 Year | 25% | 15.14% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 6.88% | 3.43% |
| 1 Year | 9.03% | 2.58% |
| 3 Year | 26.95% | 14.15% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.72% | 14.04% |
| 3 Year | 21.22% | 15.12% |
| 5 Year | - | - |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.05% | 13.89% |
| Sharp | 1.34% | 0.93% |
| Beta | 0.95% | 0.94% |
| Alpha | 6.66% | -0.46% |
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Fund Managers
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Hiten Jain | Deepesh Agarwal |
| Total AUM | ₹4078 Cr | ₹35015 Cr |
| Funds Managed | 4 | 9 |
| INVESCO INDIA FOCUSED FUND - Growth | UTI Focused Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 3.39 | 5.78 |
| Large Cap | 61.04 | 70.13 |
| Small Cap | 13.72 | 2.12 |
| Mid Cap | 21.85 | 21.96 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 3.39 | 1.67 |
| Technology | 13.92 | 9.18 |
| Industrials | 31.36 | 11.19 |
| Healthcare | 9.07 | 5.57 |
| Financial Services | 21.27 | 31.62 |
| Basic Materials | 4.16 | 5.81 |
| Consumer Cyclical | 13.39 | 11.97 |
| Consumer Defensive | 3.44 | 7.4 |
| Energy | - | 4.02 |
| Real Estate | - | 2.34 |
| Communication Services | - | 4.87 |
| Utilities | - | 4.36 |
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