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UTI Focused Fund vs INVESCO INDIA FOCUSED FUND compare

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tortoise-icon INVESCO INDIA FOCUSED FUND - Growth

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tortoise-icon UTI Focused 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 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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