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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) | ₹414 Cr | ₹414 Cr | ₹687 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% | 1% | 1.37% |
| 6 Month | 1.39% | 1.39% | 4.12% |
| 1 Year | 5.94% | 5.94% | 6.42% |
| 3 Year | 12.82% | 12.82% | 12.41% |
| 5 Year | 10.13% | 10.13% | 12.5% |
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 | 4.63% | 4.63% | 3.53% |
| 1 Year | 8.08% | 8.08% | 8.31% |
| 3 Year | 12.39% | 12.39% | 10.82% |
| 5 Year | 10.46% | 10.46% | 10.86% |
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 | 5.97% | 5.97% | 4.5% |
| Sharp | 0.80% | 0.80% | 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 | 34.14 | 34.14 | 32.26 |
| Large Cap | 45.93 | 45.93 | 30.39 |
| Small Cap | 9.13 | 9.13 | - |
| Mid Cap | 10.79 | 10.79 | 0.59 |
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 | 32.76 | 32.76 | 32.26 |
| Energy | 2.6 | 2.6 | - |
| Technology | 6.95 | 6.95 | - |
| Healthcare | 4.31 | 4.31 | - |
| Consumer Defensive | 6.8 | 6.8 | - |
| Industrials | 9.47 | 9.47 | - |
| Financial Services | 19.86 | 19.86 | - |
| Utilities | 3.04 | 3.04 | - |
| Basic Materials | 6.1 | 6.1 | - |
| Real Estate | 0.6 | 0.6 | - |
| Consumer Cyclical | 6.28 | 6.28 | - |
| Communication Services | 1.23 | 1.23 | - |
| Telecom - Services | - | - | 1.5 |
| Petroleum Products | - | - | 2.63 |
| IT - Software | - | - | 3.27 |
| Personal Products | - | - | 0 |
| Construction | - | - | 0.64 |
| Ferrous Metals | - | - | 0 |
| Diversified FMCG | - | - | 1.18 |
| Non - Ferrous Metals | - | - | 0.23 |
| Banks | - | - | 6.6 |
| Cement & Cement Products | - | - | 1.28 |
| Pharmaceuticals & Biotechnology | - | - | 1.81 |
| Automobiles | - | - | 4.04 |
| Insurance | - | - | 1.12 |
| Diversified Metals | - | - | 1.03 |
| Oil | - | - | 0.68 |
| Finance | - | - | 1.22 |
| Consumable Fuels | - | - | 0.67 |
| Minerals & Mining | - | - | -0.01 |
| Transport Services | - | - | 1.24 |
| Power | - | - | 1.85 |
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