Invesco India Financial Services Fund vs UTI Banking and Financial Services Fund compare
Invesco India Financial Services Fund - Retail Growth
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Invesco India Financial Services Fund - Retail Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1072 Cr | ₹1159 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Jul 2008 | 01 Aug 2005 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 29% | 20% |
| Expense Ratio | 2.21 | 2.2 |
| Manager | Dhimant Kothari | Preethi R S |
| ISIN Code | INF205K01155 | INF789F01372 |
| Exits Load | Invesco India Financial Services Fund - Retail - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Banking and Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.85% | 1.53% |
| 6 Month | 8.34% | 3.23% |
| 1 Year | 18.54% | 10.73% |
| 3 Year | 19.54% | 14.82% |
| 5 Year | 14.86% | 10.7% |
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 18.36% | 9.64% |
| 3 Year | 24.36% | 17% |
| 5 Year | 21.78% | 17.61% |
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.47% | 14.8% |
| 3 Year | 15.66% | 13.37% |
| 5 Year | 15.31% | 11.82% |
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.87% | 14.94% |
| Sharp | 0.79% | 0.62% |
| Beta | 0.87% | 0.92% |
| Alpha | 5.67% | 2.98% |
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| Scheme Name | Invesco India Financial Services Fund - Retail Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhimant Kothari | Preethi R S |
| Total AUM | ₹8118 Cr | ₹1002 Cr |
| Fund Manage | 7 | 1 |
| Invesco India Financial Services Fund - Retail Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.48 | 1.06 |
| Small Cap | 24.07 | 16.92 |
| Mid Cap | 17.72 | 15.37 |
| Large Cap | 56.73 | 66.66 |
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.48 | 1.06 |
| Capital Markets | 19.53 | 10.68 |
| Finance | 12.58 | 24.2 |
| Banks | 55.99 | 55.31 |
| Insurance | 7.2 | 8.76 |
| Financial Technology (Fintech) | 3.22 | - |
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