Invesco India Financial Services Fund vs UTI Banking and Financial Services Fund compare

Link copied to clipboard!

Invesco India Financial Services Fund - Retail Growth

Invest Now

UTI Banking and Financial Services Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

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)	₹1126 Cr	₹1128 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	2.19	2.22
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	6.14%	6.97%
6 Month	-6.56%	-4.21%
1 Year	10.09%	11.43%
3 Year	16.81%	14.73%
5 Year	24.82%	24.71%

Scheme Name	Invesco India Financial Services Fund - Retail Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
6 Month	-1.74%	2.54%
1 Year	0.86%	7.12%
3 Year	19.07%	16.36%
5 Year	18.63%	17.08%

Scheme Name	Invesco India Financial Services Fund - Retail Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
1 Year	17.58%	14.67%
3 Year	15.7%	13.36%
5 Year	15.26%	11.7%

Scheme Name	Invesco India Financial Services Fund - Retail Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option
Standard Deviation	14.56%	14.251%
Sharp	0.673%	0.511%
Beta	0.893%	0.915%
Alpha	6.317%	3.729%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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
Funds Managed	7	1
	Invesco India Financial Services Fund - Retail Growth	UTI Banking and Financial Services Fund - Regular Plan - Growth Option