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) | ₹898 Cr | ₹1141 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 | 2.27 | 2.23 |
| Manager | Dhimant Kothari | Preethi R S |
| ISIN Code | INF205K01155 | INF789F01372 |
| Exits Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 | Exit load of 1%, if redeemed within 30 days./365 |
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.8% | 1.54% |
| 6 Month | 16.29% | 13.15% |
| 1 Year | 41.02% | 25.86% |
| 3 Year | 18.11% | 14.79% |
| 5 Year | 18.03% | 13.62% |
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.79% | 9.81% |
| 3 Year | 36.88% | 27.72% |
| 5 Year | 63.49% | 51.42% |
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 19.2% | 17.09% |
| 3 Year | 50.25% | 43.58% |
| 5 Year | 72.39% | 60.16% |
| 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 | 5.53 | 1.62 |
| Large Cap | 64.8 | 67.14 |
| Small Cap | 20.54 | 20.11 |
| Mid Cap | 9.13 | 11.15 |
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
UTI Banking and Financial Services Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.74 | 1.21 |
| Financial | 78.73 | 94.29 |
| Services | 11.42 | 1.02 |
| Insurance | 6.11 | 3.5 |
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