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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) | ₹7448 Cr | ₹2638 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 | -0.89% | 1.77% |
| 6 Month | 0.65% | 4.66% |
| 1 Year | 2.36% | 7.16% |
| 3 Year | 22.2% | 14.81% |
| 5 Year | 21.54% | - |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.42% | 1.85% |
| 1 Year | 3.01% | 10.93% |
| 3 Year | 19.46% | 13% |
| 5 Year | 18.65% | - |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.06% | 13.43% |
| 3 Year | 21.93% | 14.81% |
| 5 Year | 22.75% | - |
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 | 7.66 |
| Large Cap | 55.59 | 68.68 |
| Small Cap | 16.8 | 2.13 |
| Mid Cap | 20.32 | 21.52 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 7.3 | 1.61 |
| Industrials | 31.58 | 14.4 |
| Healthcare | 10.82 | 5.86 |
| Financial Services | 20.46 | 31.44 |
| Basic Materials | 2.85 | 6.28 |
| Consumer Defensive | 3.55 | 6.04 |
| Technology | 9.54 | 9.82 |
| Consumer Cyclical | 13.9 | 10.99 |
| Energy | - | 4.14 |
| Real Estate | - | 2.55 |
| Communication Services | - | 5.02 |
| Utilities | - | 1.85 |
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