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 Very High
Asset Size (Cr) ₹3293 Cr ₹2687 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 1.91 1.95
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 5.5% 0.32%
6 Month 11.24% -1.21%
1 Year 43.5% 14.9%
3 Year 21.55% 14.09%
5 Year - -

SIP Return Analysis

Scheme Name INVESCO INDIA FOCUSED FUND - Growth UTI Focused Fund- Regular Plan - Growth Option
6 Month - -
1 Year 33.46% 5.8%
3 Year 35.25% 17.94%
5 Year - -

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA FOCUSED FUND - Growth UTI Focused Fund- Regular Plan - Growth Option
1 Year 18.11% 17.21%
3 Year 21.21% 16.74%
5 Year - -

Risk Management

Scheme Name INVESCO INDIA FOCUSED FUND - Growth UTI Focused Fund- Regular Plan - Growth Option
Standard Deviation 14.15% 12.68%
Sharp 1.12% 0.81%
Beta 0.93% 0.83%
Alpha 4.7% -1.27%

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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 10.14 1.75
Large Cap 61.33 79.14
Mid Cap 11.6 19.08
Small Cap 16.93 -

Sector Allocation

Scheme Name

INVESCO INDIA FOCUSED FUND - Growth

UTI Focused Fund- Regular Plan - Growth Option

Others 4.52 1.68
Technology 9.49 9.05
Construction 6.32 3.34
Consumer Staples 9.97 6.27
Financial 18.89 26.46
Capital Goods 13.72 8.13
Consumer Discretionary 3.98 -
Healthcare 9.61 5.64
Services 16.17 10.12
Automobile 3.39 9.01
Unclassified 3.94 -
Energy - 6
Materials - 3.76
Metals & Mining - 1.84
Communication - 4.28
Chemicals - 1.9
Insurance - 2.49

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