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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) | ₹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 | 1.22% | 1.22% | 0.42% |
| 6 Month | 0.17% | 0.17% | 2.47% |
| 1 Year | 6.81% | 6.81% | 6.54% |
| 3 Year | 12.41% | 12.41% | 12.24% |
| 5 Year | 10.27% | 10.27% | 12.77% |
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 | 3.83% | 3.83% | 2.93% |
| 1 Year | 5.96% | 5.96% | 6.51% |
| 3 Year | 11.96% | 11.96% | 10.48% |
| 5 Year | 10.15% | 10.15% | 10.65% |
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 | 9.05% | 9.05% | 10.08% |
| 3 Year | 7.97% | 7.97% | 10.5% |
| 5 Year | 9.5% | 9.5% | 10.87% |
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% | 1.12% |
| Beta | - | - | 0.94% |
| Alpha | - | - | 1% |
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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 | 31.68 |
| Large Cap | 47.43 | 47.43 | 29.9 |
| 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 | 31.68 |
| 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 | - | - | 1.73 |
| Petroleum Products | - | - | 1.51 |
| IT - Software | - | - | 2.73 |
| Personal Products | - | - | 0 |
| Construction | - | - | 0.44 |
| Ferrous Metals | - | - | 0 |
| Diversified FMCG | - | - | 1.22 |
| Non - Ferrous Metals | - | - | 0.23 |
| Banks | - | - | 7.36 |
| Cement & Cement Products | - | - | 1.51 |
| Pharmaceuticals & Biotechnology | - | - | 1.89 |
| Automobiles | - | - | 4.15 |
| Insurance | - | - | 0.65 |
| Diversified Metals | - | - | 0.91 |
| Oil | - | - | 0.86 |
| Realty | - | - | 0.3 |
| Finance | - | - | 1.45 |
| Consumable Fuels | - | - | 0.66 |
| Minerals & Mining | - | - | 0 |
| Transport Services | - | - | 1.41 |
| Power | - | - | 1.9 |
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