UTI Focused Fund vs INVESCO INDIA FOCUSED FUND compare
INVESCO INDIA FOCUSED FUND - Growth
UTI Focused Fund- Regular Plan - Growth Option
Chart Comparison
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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