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INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs UTI compare
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
UTI-Transpotation and Logistics Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Fund | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | UTI-Transpotation and Logistics Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹484 Cr | ₹3334 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Mar 2021 | 30 Jul 2005 |
| Category | Other Themes | Thematic Transportation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | Nifty Transportation & Logistics TRI |
| Turn Over | 37% | 14% |
| Expense Ratio | 2.43 | 1.96 |
| Manager | Amit Nigam | Sachin Trivedi |
| ISIN Code | INF205KA1304 | INF789F01299 |
| Exits Load | Invesco India ESG Integration Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Transportation and Logistics 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 ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | -4.74% | -3.11% |
| 6 Month | -9.86% | -16.39% |
| 1 Year | 7.96% | 2.36% |
| 3 Year | 9.2% | 19.83% |
| 5 Year | - | 20.63% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -6.43% | -16.17% |
| 3 Year | 12.16% | 17.14% |
| 5 Year | - | 21.76% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 14.12% | 13.92% |
| 3 Year | 13.4% | 15.53% |
| 5 Year | - | 15.12% |
Risk Management
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.477% | 15.812% |
| Sharp | 0.302% | 0.9% |
| Beta | 0.9% | - |
| Alpha | -0.514% | - |
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Fund Managers
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Name | Amit Nigam | Sachin Trivedi |
| Total AUM | ₹14602 Cr | ₹7301 Cr |
| Fund Manage | 13 | 3 |
| INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | UTI-Transpotation and Logistics Fund-Growth Option |
Market Cap
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 6.08 | 4.07 |
| Large Cap | 63.46 | 73.25 |
| Mid Cap | 17.62 | 14.49 |
| Small Cap | 12.84 | 8.18 |
Sector Allocation
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 2.83 | 4.07 |
| Technology | 16.21 | - |
| Consumer Staples | 5.75 | - |
| Financial | 27.82 | - |
| Capital Goods | 10.58 | - |
| Automobile | 8.98 | - |
| Energy | 5.99 | - |
| Healthcare | 8.45 | - |
| Services | 7.46 | - |
| Consumer Discretionary | 2.75 | - |
| Communication | 3.18 | - |
| Auto Components | - | 18.94 |
| Transport Services | - | 8 |
| Agricultural, Commercial & Construction Vehicles | - | 2.04 |
| Automobiles | - | 57.44 |
| Industrial Products | - | 0.91 |
| Transport Infrastructure | - | 5.68 |
| Retailing | - | 2.38 |
| Finance | - | 0.42 |
| Commercial Services & Supplies | - | 0.11 |
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