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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 | 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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