UTI Conservative Hybrid Fund vs Invesco India Equity Savings 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) | ₹402 Cr | ₹402 Cr | ₹650 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 | 3.27% | 3.27% | 2.44% |
6 Month | 2.8% | 2.8% | 4.72% |
1 Year | 10.37% | 10.37% | 9.04% |
3 Year | 12.18% | 12.18% | 12.49% |
5 Year | 10.87% | 10.87% | 13.6% |
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 | 0.51% | 0.51% | 1.95% |
1 Year | 1.22% | 1.22% | 4.83% |
3 Year | 10.73% | 10.73% | 10.31% |
5 Year | 9.37% | 9.37% | 10.57% |
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 | 9.26% | 9.26% | 10.67% |
3 Year | 7.81% | 7.81% | 10.51% |
5 Year | 9.43% | 9.43% | 10.63% |
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 | 6.046% | 6.046% | 4.5% |
Sharp | 0.363% | 0.363% | 0.99% |
Beta | - | - | 0.93% |
Alpha | - | - | 1.45% |
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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 | 34.17 | 34.17 | 31.96 |
Large Cap | 47.43 | 47.43 | 30.7 |
Small Cap | 9.41 | 9.41 | - |
Mid Cap | 8.99 | 8.99 | 1.01 |
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 | 33.65 | 33.65 | 31.96 |
Energy | 3.2 | 3.2 | - |
Technology | 9.68 | 9.68 | - |
Healthcare | 6.33 | 6.33 | - |
Consumer Defensive | 7.49 | 7.49 | - |
Industrials | 7.25 | 7.25 | - |
Financial Services | 17.82 | 17.82 | - |
Consumer Cyclical | 5.1 | 5.1 | - |
Utilities | 3.41 | 3.41 | - |
Basic Materials | 4.97 | 4.97 | - |
Real Estate | 0.74 | 0.74 | - |
Communication Services | 0.35 | 0.35 | - |
Telecom - Services | - | - | 1.79 |
Petroleum Products | - | - | 1.02 |
IT - Software | - | - | 2.56 |
Personal Products | - | - | 0 |
Construction | - | - | 0.47 |
Ferrous Metals | - | - | 0 |
Diversified FMCG | - | - | 1.28 |
Non - Ferrous Metals | - | - | 0.26 |
Banks | - | - | 7.4 |
Cement & Cement Products | - | - | 1.55 |
Pharmaceuticals & Biotechnology | - | - | 1.91 |
Automobiles | - | - | 4.52 |
Insurance | - | - | 0.44 |
Gas | - | - | 0.34 |
Diversified Metals | - | - | 1.02 |
Oil | - | - | 0.88 |
Realty | - | - | 0.54 |
Finance | - | - | 1.93 |
Consumable Fuels | - | - | 0.64 |
Minerals & Mining | - | - | 0 |
Transport Services | - | - | 1.39 |
Power | - | - | 1.77 |
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