UTI Infrastructure Fund vs Invesco India Infrastructure Fund compare
Invesco India Infrastructure Fund - Growth Option
UTI Infrastructure Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Fund | Invesco India Infrastructure Fund - Growth Option | UTI Infrastructure Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1457 Cr | ₹2200 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Nov 2007 | 30 Jul 2005 |
| Category | Infrastructure | Infrastructure |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Infrastructure Index | Nifty Infrastructure TRI |
| Turn Over | 55% | 15% |
| Expense Ratio | 2.08 | 2.19 |
| Manager | Amit Nigam | Sachin Trivedi |
| ISIN Code | INF205K01CD5 | INF789F01752 |
| Exits Load | Invesco India Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Infrastructure Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| 1 Month | -4.86% | -3.37% |
| 6 Month | -7.73% | 0.11% |
| 1 Year | -12.25% | -0.07% |
| 3 Year | 21.58% | 17.96% |
| 5 Year | 23.92% | 20.65% |
SIP Return Analysis
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| 6 Month | -5.71% | 0.09% |
| 1 Year | -1.27% | 8.74% |
| 3 Year | 13.29% | 13.48% |
| 5 Year | 18.55% | 16.59% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| 1 Year | 7.88% | 8.77% |
| 3 Year | 14.8% | 10.39% |
| 5 Year | 13.37% | 8.61% |
Risk Management
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Standard Deviation | 14.54% | 13.22% |
| Sharp | 0.87% | 0.87% |
| Beta | 1.01% | 0.88% |
| Alpha | 1.32% | -1.02% |
Fund Managers
| Scheme Name | Invesco India Infrastructure Fund - Growth Option | UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Name | Amit Nigam | Sachin Trivedi |
| Total AUM | ₹14602 Cr | ₹7301 Cr |
| Funds Managed | 13 | 3 |
| Invesco India Infrastructure Fund - Growth Option | UTI Infrastructure Fund-Growth Option |
Market Cap
| Scheme Name |
Invesco India Infrastructure Fund - Growth Option |
UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Others | 4.92 | 5.95 |
| Small Cap | 40.2 | 15.58 |
| Large Cap | 28.77 | 67.31 |
| Mid Cap | 26.1 | 11.15 |
Sector Allocation
| Scheme Name |
Invesco India Infrastructure Fund - Growth Option |
UTI Infrastructure Fund-Growth Option |
|---|---|---|
| Others | 1.03 | 3.45 |
| Consumer Cyclical | 10.53 | 2.6 |
| Industrials | 56.46 | 39.24 |
| Energy | 1.2 | 14 |
| Basic Materials | 9.24 | 7.29 |
| Real Estate | 5.54 | 2.62 |
| Utilities | 2.86 | 9.97 |
| Communication Services | 5.19 | 14.6 |
| Healthcare | 5.84 | 0.13 |
| Technology | 2.11 | 0.48 |
| Financial Services | - | 5.63 |
Top Comparisons
Nippon India Multi Cap Fund-Growth Plan-Growth Option
3Y Returns20.62%
Quant Multi Cap Fund-Growth
3Y Returns8.99%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns21.21%
Tata Silver ETF Fund of Fund - Regular (G)
3Y Returns0%
Nippon India Medium Duration Fund - Growth Option
3Y Returns8.23%
HSBC Medium Duration Fund - Regular Growth
3Y Returns7.59%
SBI Children's Fund - Savings Plan - Regular Plan - Growth
3Y Returns11.99%
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
3Y Returns13.61%