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Invesco India Equity Savings Fund vs UTI Conservative Hybrid Fund compare
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderate |
| Asset Size (Cr) | ₹394 Cr | ₹394 Cr | ₹810 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 06 Mar 2019 | 06 Mar 2019 | 30 Aug 2018 |
| Category | Equity Savings | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | CRISIL Equity Saving |
| Turn Over | 469% | 469% | 387% |
| Expense Ratio | 2.3 | 2.3 | 1.64 |
| Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | V Srivatsa |
| ISIN Code | INF205KA1023 | INF205KA1023 | INF789F1A744 |
| Exits Load | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | UTI Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | -0.94% | -0.94% | -0.32% |
| 6 Month | -1.65% | -1.65% | 4.15% |
| 1 Year | 3.38% | 3.38% | 8.5% |
| 3 Year | 10.53% | 10.53% | 10.94% |
| 5 Year | 7.75% | 7.75% | 10.42% |
SIP Return Analysis
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | -1.97% | -1.97% | 1.22% |
| 1 Year | -1.51% | -1.51% | 6.29% |
| 3 Year | 6.31% | 6.31% | 8.57% |
| 5 Year | 7.48% | 7.48% | 9.45% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 8.19% | 8.19% | 8.38% |
| 3 Year | 8.28% | 8.28% | 10.64% |
| 5 Year | 9.36% | 9.36% | 11.09% |
Risk Management
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 5.03% | 5.03% | 4.5% |
| Sharp | 0.8% | 0.8% | 1.22% |
| Beta | 1.09% | 1.09% | 0.98% |
| Alpha | 0.1% | 0.1% | 0.95% |
Fund Managers
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | V Srivatsa |
| Total AUM | ₹24743 Cr | ₹24743 Cr | ₹7921 Cr |
| Funds Managed | 19 | 19 | 3 |
| Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 38.75 | 38.75 | 35.09 |
| Large Cap | 50.6 | 50.6 | 61.83 |
| Small Cap | 3.81 | 3.81 | - |
| Mid Cap | 6.84 | 6.84 | 3.08 |
Sector Allocation
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
UTI Conservative Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 33.12 | 33.12 | 26.21 |
| Energy | 3.73 | 3.73 | 4.96 |
| Technology | 6.45 | 6.45 | 6.39 |
| Healthcare | 2.52 | 2.52 | 1.98 |
| Consumer Defensive | 6.99 | 6.99 | 1.78 |
| Industrials | 5.68 | 5.68 | 5.32 |
| Financial Services | 24.94 | 24.94 | 24.98 |
| Basic Materials | 6.91 | 6.91 | 8.15 |
| Real Estate | 0.42 | 0.42 | 5.8 |
| Consumer Cyclical | 5.82 | 5.82 | 9.58 |
| Communication Services | 1.04 | 1.04 | 2.69 |
| Utilities | 2.37 | 2.37 | 2.16 |
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