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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) | ₹4202 Cr | ₹2579 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 | 1.19% | 2.87% |
| 6 Month | 5.03% | 6.35% |
| 1 Year | 0.65% | 3.28% |
| 3 Year | 22.31% | 14.89% |
| 5 Year | 22.95% | - |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.87% | 0.14% |
| 1 Year | 2.05% | 5.86% |
| 3 Year | 19.99% | 11.32% |
| 5 Year | 18.98% | - |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.81% | 13.43% |
| 3 Year | 21.67% | 14.81% |
| 5 Year | - | - |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.74% | 12.89% |
| Sharp | 1.01% | 0.64% |
| Beta | 0.98% | 0.93% |
| Alpha | 5.66% | -0.48% |
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 | 7.3 | 8.76 |
| Large Cap | 55.59 | 67.97 |
| Small Cap | 16.8 | 2.19 |
| Mid Cap | 20.32 | 21.09 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 7.3 | 3.33 |
| Industrials | 31.58 | 11.7 |
| Healthcare | 10.82 | 5.71 |
| Financial Services | 20.46 | 31.28 |
| Basic Materials | 2.85 | 5.93 |
| Consumer Defensive | 3.55 | 6.55 |
| Technology | 9.54 | 8.84 |
| Consumer Cyclical | 13.9 | 11.31 |
| Energy | - | 3.89 |
| Real Estate | - | 2.41 |
| Communication Services | - | 4.7 |
| Utilities | - | 4.34 |
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