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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) | ₹4801 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 | -3.2% | -0.2% |
| 6 Month | -3.96% | 3.05% |
| 1 Year | -8.5% | 1.84% |
| 3 Year | 20.51% | 14.82% |
| 5 Year | 19.18% | - |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -4.83% | 2.02% |
| 1 Year | -1.29% | 11.97% |
| 3 Year | 16.35% | 12.4% |
| 5 Year | 16.9% | - |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.83% | 13.43% |
| 3 Year | 21.96% | 14.81% |
| 5 Year | 22.52% | - |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.79% | 12.89% |
| Sharp | 0.97% | 0.62% |
| Beta | 0.99% | 0.94% |
| Alpha | 5.81% | -0.10% |
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 | 9.95 | 8.79 |
| Large Cap | 58.49 | 67.74 |
| Small Cap | 14.1 | 2.09 |
| Mid Cap | 17.47 | 21.37 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
UTI Focused Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 6.14 | 1.84 |
| Industrials | 30.25 | 13.03 |
| Healthcare | 9.73 | 5.93 |
| Financial Services | 23.44 | 31.94 |
| Real Estate | 2.99 | 2.63 |
| Consumer Defensive | 3.55 | 3.04 |
| Technology | 9.76 | 11.17 |
| Consumer Cyclical | 14.14 | 13.72 |
| Energy | - | 5.05 |
| Basic Materials | - | 5.85 |
| Communication Services | - | 3.98 |
| Utilities | - | 1.8 |
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