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UTI Focused Fund (30 stocks) vs Invesco India Focused Fund

Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.

  • UTI Focused Fund (30 stocks)
  • Invesco India Focused Fund
UTI Focused Fund (30 stocks) compared with Invesco India Focused Fund
FundUTI Mutual FundUTI Focused Fund (30 stocks)Focused Fund · Direct planNAV ₹16.42Invesco Mutual FundInvesco India Focused FundFocused Fund · Direct planNAV ₹31.87
Returns
1 year-2.6%2.3% (best of these funds)
3 yearsa year9.5%21.1% (best of these funds)
5 yearsa year9.8%14.9% (best of these funds)
Risk
Volatilitya year13.4% (best of these funds)16.1%
Worst fall−19.3% (best of these funds)−22%
Best year45.6%77% (best of these funds)
Worst year-8.4% (best of these funds)-11.9%
Years in gain86% (best of these funds)77%
Cost and size
Expense ratio0.87%0.49% (best of these funds)
Fund size₹2,487 Cr₹6,454 Cr
Minimum SIP₹500₹100 (best of these funds)
Lock-inNoneNone

Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.

Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.