INVESCO INDIA BANKING AND PSU FUND vs UTI Banking & PSU Fund compare

Link copied to clipboard!

tortoise-icon INVESCO INDIA BANKING AND PSU FUND - Growth Option

Invest Now

tortoise-icon UTI Banking & PSU Fund- Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name INVESCO INDIA BANKING AND PSU FUND - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option
Fund INVESCO INDIA BANKING AND PSU FUND - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹102 Cr ₹820 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 29 Dec 2012 03 Feb 2014
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark NIFTY Banking and PSU Debt Index CRISIL Banking and PSU Debt
Turn Over 24% 24%
Expense Ratio 0.63 0.55
Manager Krishna Venkat Cheemalapati Anurag Mittal
ISIN Code INF205K01JV2 INF789F014Z9
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA BANKING AND PSU FUND - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option
1 Month 0.59% 0.64%
6 Month 3.89% 3.71%
1 Year 8.33% 7.7%
3 Year 5.42% 8.27%
5 Year 5.59% 7.22%

SIP Return Analysis

Scheme Name INVESCO INDIA BANKING AND PSU FUND - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option
6 Month - -
1 Year 7.48% 7.24%
3 Year 6.9% 7.38%
5 Year 5.72% 7.22%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA BANKING AND PSU FUND - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option
1 Year 6.86% 7.4%
3 Year 6.93% 6.92%
5 Year 6.9% 5.87%

Risk Management

Scheme Name INVESCO INDIA BANKING AND PSU FUND - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option
Standard Deviation 1.92% 3.26%
Sharp -0.56% 0.53%
Beta 3.09% -1.46%
Alpha 5.11% -1.18%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name INVESCO INDIA BANKING AND PSU FUND - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option
Name Krishna Venkat Cheemalapati Anurag Mittal
Total AUM ₹24743 Cr ₹35669 Cr
Fund Manage 19 7
INVESCO INDIA BANKING AND PSU FUND - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

INVESCO INDIA BANKING AND PSU FUND - Growth Option

UTI Banking & PSU Fund- Regular Plan - Growth Option

Others 100 99.98

Sector Allocation

Scheme Name

INVESCO INDIA BANKING AND PSU FUND - Growth Option

UTI Banking & PSU Fund- Regular Plan - Growth Option

Others 100 99.98

Top Comparisons

Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option

3Y Returns11.79%

VS

Canara Robeco Flexicap Fund - Regular Plan - Growth Option Canara Robeco Flexicap Fund - Regular Plan - Growth Option

3Y Returns10.28%

Compare Now

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

3Y Returns7.8%

VS

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns8.83%

Compare Now

HDFC Flexi Cap Fund - Growth Plan HDFC Flexi Cap Fund - Growth Plan

3Y Returns21.15%

VS

DSP Flexi Cap Fund - Regular Plan - Growth DSP Flexi Cap Fund - Regular Plan - Growth

3Y Returns12.79%

Compare Now

ICICI Prudential Constant Maturity Gilt Fund - Growth ICICI Prudential Constant Maturity Gilt Fund - Growth

3Y Returns6.41%

VS

DSP 10Y G-Sec Fund - Regular Plan - Growth DSP 10Y G-Sec Fund - Regular Plan - Growth

3Y Returns6%

Compare Now
Request call back
Add to Cart Successfully