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 Risk | Moderately High Risk | Moderate Risk |
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 | -2.4% | -2.4% | 0.16% |
6 Month | -2.64% | -2.64% | -0.18% |
1 Year | 8.47% | 8.47% | 6.89% |
3 Year | 8.73% | 8.73% | 9.98% |
5 Year | 8% | 8% | 10.92% |
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 Year | 0.54% | 0.54% | 3.43% |
3 Year | 10.2% | 10.2% | 10.29% |
5 Year | 9.2% | 9.2% | 10.94% |
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 | 5.785% | 5.785% | 4.5% |
Sharp | 0.471% | 0.471% | 0.66% |
Beta | - | - | 0.95% |
Alpha | - | - | 1.2% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Fund Manage | 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 | 33.36 | 33.36 | 33.86 |
Small Cap | 10.28 | 10.28 | 0.17 |
Large Cap | 45.21 | 45.21 | 23.09 |
Mid Cap | 11.15 | 11.15 | 0.68 |
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 | 33.36 | 33.36 | 33.86 |
Realty | 0.55 | 0.55 | 0.2 |
Petroleum Products | 3.3 | 3.3 | 0.43 |
IT - Software | 9.4 | 9.4 | 3.22 |
Retailing | 3.25 | 3.25 | - |
Personal Products | 1.59 | 1.59 | 0 |
Construction | 0.84 | 0.84 | 0.41 |
Finance | 1.91 | 1.91 | 1.1 |
Healthcare Services | 0.61 | 0.61 | - |
Banks | 11.13 | 11.13 | 6.31 |
Diversified FMCG | 0.99 | 0.99 | 1.26 |
Other Utilities | 0.86 | 0.86 | - |
Non - Ferrous Metals | 0.44 | 0.44 | 0.18 |
Pharmaceuticals & Biotechnology | 7.23 | 7.23 | 1.45 |
Cement & Cement Products | 1.85 | 1.85 | 0.87 |
Paper, Forest & Jute Products | 0.6 | 0.6 | - |
Electrical Equipment | 2.75 | 2.75 | - |
Industrial Products | 1.49 | 1.49 | - |
Automobiles | 2.05 | 2.05 | 2.12 |
Commercial Services & Supplies | 0.82 | 0.82 | - |
Transport Services | 1.65 | 1.65 | 0.8 |
Insurance | 0.72 | 0.72 | 1 |
Gas | 0.1 | 0.1 | 0.66 |
Beverages | 5.23 | 5.23 | - |
Food Products | 0.65 | 0.65 | - |
Consumer Durables | 2.85 | 2.85 | - |
Chemicals & Petrochemicals | 1.04 | 1.04 | - |
Fertilizers & Agrochemicals | 0.27 | 0.27 | - |
Industrial Manufacturing | 1.62 | 1.62 | - |
Power | 0.59 | 0.59 | 1.45 |
Auto Components | 0.26 | 0.26 | - |
Telecom - Services | - | - | 1.22 |
Ferrous Metals | - | - | -0.01 |
Diversified Metals | - | - | 0.8 |
Oil | - | - | 0.38 |
Consumable Fuels | - | - | 0.1 |
Minerals & Mining | - | - | -0.01 |
Top Comparisons
SBI Magnum Low Duration Fund - Regular Plan - Growth
3Y Returns6.15%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns6.57%
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
3Y Returns22.64%
LIC MF Infrastructure Fund-Growth
3Y Returns24.07%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns7.32%
Parag Parikh Conservative Hybrid Fund Regular - Growth
3Y Returns10.75%
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Quant Multi Asset Fund-Growth
3Y Returns18.34%