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Invesco India Equity Savings Fund vs UTI Conservative Hybrid 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 | 1.54% | 1.54% | 1.25% |
| 6 Month | 7.54% | 7.54% | 5.79% |
| 1 Year | 2.41% | 2.41% | 3.89% |
| 3 Year | 11.09% | 11.09% | 10.68% |
| 5 Year | 9.3% | 9.3% | 11.82% |
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 | 37.01 | 37.01 | 34.96 |
| Large Cap | 44.71 | 44.71 | 62.48 |
| Small Cap | 7.82 | 7.82 | - |
| Mid Cap | 10.46 | 10.46 | 2.56 |
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 | 34.21 | 34.21 | 31.12 |
| Energy | 3.56 | 3.56 | 4.68 |
| Technology | 7.17 | 7.17 | 7.93 |
| Healthcare | 1.28 | 1.28 | 2.68 |
| Consumer Defensive | 7.64 | 7.64 | 1.9 |
| Industrials | 8.8 | 8.8 | 3.24 |
| Financial Services | 19.87 | 19.87 | 23.42 |
| Utilities | 2.71 | 2.71 | 2.33 |
| Basic Materials | 7.66 | 7.66 | 8.6 |
| Real Estate | 0.46 | 0.46 | 2.55 |
| Consumer Cyclical | 5.14 | 5.14 | 8.58 |
| Communication Services | 1.52 | 1.52 | 2.98 |
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