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) | ₹553 Cr | ₹3435 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Mar 2021 | 01 Aug 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 | 2.41 | 1.91 |
| Manager | Amit Nigam | Sachin Trivedi |
| ISIN Code | INF205KA1304 | INF789F01299 |
| Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 | Exit load of 1% if redeemed within 30 days./365 |
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Month | 2.41% | -0.51% |
| 6 Month | 22.24% | 23.56% |
| 1 Year | 38.57% | 57.19% |
| 3 Year | 14.75% | 33.46% |
| 5 Year | - | 27.76% |
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14% | 29.95% |
| 3 Year | 27.5% | 70.77% |
| 5 Year | 30.76% | 121.33% |
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| 1 Year | 12.1% | 29.03% |
| 3 Year | 34.28% | 82.61% |
| 5 Year | 35.24% | 125.14% |
| 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 |
|---|---|---|
| Large Cap | 63.46 | 63.32 |
| Others | 6.08 | 6.08 |
| Mid Cap | 17.62 | 25.01 |
| Small Cap | 12.84 | 5.59 |
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
UTI-Transpotation and Logistics Fund-Growth Option |
|---|---|---|
| Technology | 16.21 | - |
| Financial | 27.82 | 0.9 |
| Consumer Staples | 5.75 | - |
| Capital Goods | 10.58 | 3.3 |
| Communication | 3.18 | - |
| Consumer Discretionary | 2.75 | - |
| Energy | 5.99 | 0.1 |
| Automobile | 8.98 | 74.8 |
| Others | 2.83 | 6.01 |
| Services | 7.46 | 14.01 |
| Healthcare | 8.45 | - |
| Metals & Mining | - | 0.88 |
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