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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) | ₹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 | 2.2% | 1.71% |
| 6 Month | -5.46% | -1.98% |
| 1 Year | 10.41% | 2.63% |
| 3 Year | 27.29% | 19.31% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 7.74% | 6.29% |
| 1 Year | 6.97% | 3.07% |
| 3 Year | 26.99% | 14.98% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.19% | 15.34% |
| 3 Year | 20.8% | 14.49% |
| 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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