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 | -4.79% | -3.33% |
| 6 Month | -1.44% | -11.72% |
| 1 Year | 14.55% | 12.78% |
| 3 Year | 8.99% | 20.39% |
| 5 Year | - | 20.12% |
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.24% | -4.59% |
| 3 Year | 16.95% | 22.24% |
| 5 Year | - | 24.35% |
| 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% |
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| 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 |
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