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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) | ₹459 Cr | ₹459 Cr | ₹714 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 | 1.38% | 1.38% | 1.11% |
| 6 Month | 7.61% | 7.61% | 5.87% |
| 1 Year | 2.29% | 2.29% | 3.82% |
| 3 Year | 11.04% | 11.04% | 10.64% |
| 5 Year | 9.24% | 9.24% | 11.74% |
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 | 1.72% | 1.72% | 1.27% |
| 1 Year | 6.02% | 6.02% | 6.12% |
| 3 Year | 10.74% | 10.74% | 9.28% |
| 5 Year | 9.6% | 9.6% | 9.81% |
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 | 8.84% | 8.84% | 9.59% |
| 3 Year | 8.03% | 8.03% | 10.61% |
| 5 Year | 9.62% | 9.62% | 11.01% |
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 | 5.70% | 5.70% | 4.5% |
| Sharp | 0.62% | 0.62% | 0.97% |
| Beta | - | - | 0.05% |
| Alpha | - | - | 4.02% |
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 | 36.99 | 36.99 | 34.86 |
| Large Cap | 43.88 | 43.88 | 62.4 |
| Small Cap | 8.28 | 8.28 | - |
| Mid Cap | 10.85 | 10.85 | 2.74 |
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 | 33.84 | 33.84 | 32.18 |
| Energy | 2.07 | 2.07 | 4.99 |
| Technology | 6.41 | 6.41 | 7.35 |
| Healthcare | 4.19 | 4.19 | 2.67 |
| Consumer Defensive | 5.65 | 5.65 | 1.31 |
| Industrials | 10.13 | 10.13 | 3.39 |
| Financial Services | 20.61 | 20.61 | 24.88 |
| Utilities | 2.86 | 2.86 | 2.4 |
| Basic Materials | 6.95 | 6.95 | 8.63 |
| Real Estate | 0.52 | 0.52 | 1.28 |
| Consumer Cyclical | 5.63 | 5.63 | 7.95 |
| Communication Services | 1.15 | 1.15 | 2.97 |
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