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UTI Focused Fund vs INVESCO INDIA FOCUSED FUND compare

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tortoise-icon INVESCO INDIA FOCUSED FUND - Growth

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tortoise-icon UTI Focused Fund- Regular Plan - 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 FOCUSED FUND - Growth UTI Focused Fund- Regular Plan - Growth Option
Fund INVESCO INDIA FOCUSED FUND - Growth UTI Focused Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹3361 Cr ₹2563 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 29 Sep 2020 25 Aug 2021
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 84% 39.82%
Expense Ratio 1.87 1.98
Manager Hiten Jain Deepesh Agarwal
ISIN Code INF205KA1189 INF789F1AUY5
Exits Load Invesco India Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 UTI Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA FOCUSED FUND - Growth UTI Focused Fund- Regular Plan - Growth Option
1 Month -2.51% -1.63%
6 Month -7.5% -10.58%
1 Year 15.11% 6.57%
3 Year 18.66% 13.31%
5 Year - -

SIP Return Analysis

Scheme Name INVESCO INDIA FOCUSED FUND - Growth UTI Focused Fund- Regular Plan - Growth Option
6 Month - -
1 Year -4.93% -7.08%
3 Year 23.21% 13.19%
5 Year - -

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA FOCUSED FUND - Growth UTI Focused Fund- Regular Plan - Growth Option
1 Year 20.31% 17.01%
3 Year 21.04% 14.5%
5 Year - -

Risk Management

Scheme Name INVESCO INDIA FOCUSED FUND - Growth UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation 15.574% 13.63%
Sharp 0.78% 0.547%
Beta 0.992% 0.916%
Alpha 4.108% 0.08%

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Fund Managers

Scheme Name INVESCO INDIA FOCUSED FUND - Growth UTI Focused Fund- Regular Plan - Growth Option
Name Hiten Jain Deepesh Agarwal
Total AUM ₹4078 Cr ₹35015 Cr
Fund Manage 4 9
INVESCO INDIA FOCUSED FUND - Growth UTI Focused Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

INVESCO INDIA FOCUSED FUND - Growth

UTI Focused Fund- Regular Plan - Growth Option

Others 6.65 1.75
Large Cap 51.13 79.14
Small Cap 14.69 -
Mid Cap 27.53 19.08

Sector Allocation

Scheme Name

INVESCO INDIA FOCUSED FUND - Growth

UTI Focused Fund- Regular Plan - Growth Option

Others 6.65 1.68
IT - Software 8.61 -
Construction 4.89 3.34
Pharmaceuticals & Biotechnology 7.45 -
Banks 17.9 -
Electrical Equipment 9.4 -
Paper, Forest & Jute Products 4 -
Aerospace & Defense 2.68 -
Beverages 5.24 -
Consumer Durables 11.36 -
Agricultural, Commercial & Construction Vehicles 3.31 -
Healthcare Services 3.55 -
Transport Services 4.33 -
Retailing 10.63 -
Financial - 26.46
Energy - 6
Materials - 3.76
Technology - 9.05
Healthcare - 5.64
Metals & Mining - 1.84
Consumer Staples - 6.27
Automobile - 9.01
Capital Goods - 8.13
Services - 10.12
Communication - 4.28
Chemicals - 1.9
Insurance - 2.49

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