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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 | Very High |
| 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 | 3.35% | 4.07% |
| 6 Month | -13.98% | -20.38% |
| 1 Year | 5.31% | -2.02% |
| 3 Year | 7.76% | 21.14% |
| 5 Year | - | 32.58% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | -8.02% | -7.12% |
| 1 Year | -11.44% | -20.15% |
| 3 Year | 11.78% | 15.22% |
| 5 Year | - | 20.25% |
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% | 16.395% |
| Sharp | 0.302% | 0.801% |
| 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 |
| Funds Managed | 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 | 2.77 | 4.64 |
| Large Cap | 65.31 | 75.46 |
| Small Cap | 13.55 | 11.46 |
| Mid Cap | 18.36 | 8.44 |
Sector Allocation
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Others | 2.77 | 4.64 |
| Technology | 20.36 | - |
| Consumer Defensive | 1.83 | - |
| Financial Services | 29.52 | - |
| Industrials | 12.54 | 15.9 |
| Consumer Cyclical | 12.44 | 79.46 |
| Healthcare | 11.64 | - |
| Basic Materials | 2.79 | - |
| Communication Services | 3.13 | - |
| Utilities | 2.97 | - |
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