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
| 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) | ₹519 Cr | ₹3478 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 | 2.42 | 1.93 |
| 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 |
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 2.81% | -0.8% |
| 6 Month | 6.85% | -10.71% |
| 1 Year | 22.79% | 20.42% |
| 3 Year | 11.4% | 24.38% |
| 5 Year | - | 21.76% |
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 18.88% | 0.97% |
| 3 Year | 20.07% | 24.38% |
| 5 Year | - | 25.73% |
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 12.81% | 13.71% |
| 3 Year | 14.5% | 15.14% |
| 5 Year | - | 14.74% |
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.03% | 14.14% |
| Sharp | 0.67% | 1.69% |
| Beta | 0.87% | 0.94% |
| Alpha | 0.07% | -1.54% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
| 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 |
| 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 |
Top Comparisons
Nippon India Large Cap Fund- Growth Plan -Growth Option
3Y Returns20.89%
Invesco India Largecap Fund - Growth
3Y Returns14.75%
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
3Y Returns12.03%
HSBC Business Cycles Fund - Regular Growth
3Y Returns24.51%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns14.17%
LIC MF Large Cap Fund-Growth
3Y Returns10.19%
Kotak Focused Equity Fund- Regular plan _ Growth Option
3Y Returns13.7%
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns21.55%