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) | ₹3361 Cr | ₹2563 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 | 3.26% | 2.98% |
6 Month | 0.88% | 3.86% |
1 Year | 13.18% | 8.02% |
3 Year | 25.77% | 18.38% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 6.08% | 5.65% |
1 Year | 7.71% | 3.25% |
3 Year | 28.5% | 16.32% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 20.31% | 17.01% |
3 Year | 21.04% | 14.5% |
5 Year | - | - |
Risk Management
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.823% | 13.63% |
Sharp | 0.731% | 0.547% |
Beta | 0.973% | 0.916% |
Alpha | 5.017% | 0.08% |
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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 | 6.39 | 2.2 |
Large Cap | 56.74 | 74.03 |
Small Cap | 14.1 | 1.79 |
Mid Cap | 22.77 | 21.98 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
UTI Focused Fund- Regular Plan - Growth Option |
---|---|---|
Others | 6.39 | 2.2 |
Technology | 13.99 | 11.08 |
Industrials | 26.95 | 10.39 |
Healthcare | 10.98 | 5.83 |
Financial Services | 17.84 | 32.25 |
Basic Materials | 3.86 | 5.06 |
Consumer Cyclical | 15.09 | 11.33 |
Consumer Defensive | 4.89 | 7.15 |
Energy | - | 2.9 |
Real Estate | - | 2.62 |
Communication Services | - | 5.15 |
Utilities | - | 4.04 |
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