INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs UTI compare

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tortoise-icon INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

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tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH UTI-Transpotation and Logistics Fund-Growth Option
1 Year 12.43% 13.7%
3 Year 14.63% 15.21%
5 Year - 14.71%

Risk Management

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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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 6.08
Large Cap 63.46 63.32
Mid Cap 17.62 25.01
Small Cap 12.84 5.59

Sector Allocation

Scheme Name

INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

UTI-Transpotation and Logistics Fund-Growth Option

Others 2.83 6.01
Technology 16.21 -
Consumer Staples 5.75 -
Financial 27.82 0.9
Capital Goods 10.58 3.3
Automobile 8.98 74.8
Energy 5.99 0.1
Healthcare 8.45 -
Services 7.46 14.01
Consumer Discretionary 2.75 -
Communication 3.18 -
Metals & Mining - 0.88

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