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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) | ₹460 Cr | ₹460 Cr | ₹733 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 | 0.59% | 0.59% | 1.5% |
| 6 Month | 3.13% | 3.13% | 3.56% |
| 1 Year | 3.12% | 3.12% | 6.76% |
| 3 Year | 11.03% | 11.03% | 10.64% |
| 5 Year | 9.15% | 9.15% | 11.76% |
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 | 0.48% | 0.48% | 2.54% |
| 1 Year | 4.7% | 4.7% | 8.77% |
| 3 Year | 9.61% | 9.61% | 9.63% |
| 5 Year | 9.09% | 9.09% | 9.99% |
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 | 8.66% | 8.66% | 9.18% |
| 3 Year | 8.07% | 8.07% | 10.57% |
| 5 Year | 9.54% | 9.54% | 11.08% |
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 | 5.58% | 5.58% | 4.5% |
| Sharp | 0.76% | 0.76% | 1.11% |
| Beta | - | - | 0.09% |
| Alpha | - | - | 4.34% |
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 | 36.95 | 36.95 | 32.53 |
| Large Cap | 42.47 | 42.47 | 33.45 |
| Small Cap | 8.42 | 8.42 | - |
| Mid Cap | 12.15 | 12.15 | 1.91 |
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 | 33.56 | 33.56 | 28.82 |
| Energy | 2.93 | 2.93 | - |
| Technology | 7.1 | 7.1 | - |
| Healthcare | 2.22 | 2.22 | - |
| Consumer Defensive | 7.1 | 7.1 | - |
| Industrials | 8.68 | 8.68 | - |
| Financial Services | 20.67 | 20.67 | - |
| Utilities | 2.01 | 2.01 | - |
| Basic Materials | 7.71 | 7.71 | - |
| Real Estate | 0.48 | 0.48 | - |
| Consumer Cyclical | 5.33 | 5.33 | - |
| Communication Services | 2.21 | 2.21 | - |
| Telecom - Services | - | - | 1.83 |
| Petroleum Products | - | - | 3.82 |
| IT - Software | - | - | 5.26 |
| Personal Products | - | - | 0 |
| Construction | - | - | 1.63 |
| Ferrous Metals | - | - | 0.45 |
| Finance | - | - | 1.49 |
| Diversified FMCG | - | - | 2 |
| Non - Ferrous Metals | - | - | 0.38 |
| Banks | - | - | 5.73 |
| Realty | - | - | 2.86 |
| Cement & Cement Products | - | - | 1.27 |
| Pharmaceuticals & Biotechnology | - | - | 2.09 |
| Automobiles | - | - | 3.29 |
| Insurance | - | - | 0.98 |
| - | - | - | 0.85 |
| Diversified Metals | - | - | 1.28 |
| Oil | - | - | 0.1 |
| Consumable Fuels | - | - | 0.75 |
| Minerals & Mining | - | - | -0.01 |
| Transport Services | - | - | 0.9 |
| Power | - | - | 2.12 |
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