UTI Conservative Hybrid Fund vs Invesco India Equity Savings Fund compare

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tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

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tortoise-icon Invesco India Equity Savings Fund - Regular Plan - Growth

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tortoise-icon UTI Conservative Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹207 Cr ₹207 Cr ₹382 Cr
Min Investment ₹1000 ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500 ₹500
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 15 Feb 2019 15 Feb 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 2.31 2.31 1.51
Manager Krishna Venkat Cheemalapati Krishna Venkat Cheemalapati V Srivatsa
ISIN Code INF205KA1023 INF205KA1023 INF789F1A744
Exits Load Exit load of 0.25% if redeemed within 1 month./365 Exit load of 0.25% if redeemed within 1 month./365 For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months./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 1.88% 1.88% 1.72%
6 Month 12.21% 12.21% 7.88%
1 Year 22.01% 22.01% 15.8%
3 Year 10.24% 10.24% 11.15%
5 Year 10.22% 10.22% 11.74%

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 9.7% 9.7% 7.36%
3 Year 20.48% 20.48% 20.43%
5 Year 30.39% 30.39% 36.16%

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 9.37% 9.37% 11.45%
3 Year 23.26% 23.26% 28.46%
5 Year 33.04% 33.04% 37.42%

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 5.03% 5.03% 4.5%
Sharp 0.6% 0.6% 0.9%
Beta 0.92% 0.92% 0.91%
Alpha 0.21% 0.21% 2.11%

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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
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 36.04 36.04 33.57
Large Cap 45.57 45.57 63.15
Mid Cap 9.4 9.4 3.26
Small Cap 8.99 8.99 -

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 46.38 46.38 51.76
Insurance 0.56 0.56 0.45
Materials 0.73 0.73 1.07
Technology 1.31 1.31 2.33
Financial 9.7 9.7 8.72
Consumer Staples 1.63 1.63 1.34
Healthcare 5.36 5.36 0.92
Sovereign 9.62 9.62 22.75
Capital Goods 4.87 4.87 -
Chemicals 0.59 0.59 -
Services 7.1 7.1 0.97
Consumer Discretionary 2.04 2.04 -
Automobile 1.37 1.37 2.81
Metals & Mining 0.24 0.24 0.88
Construction 0.88 0.88 1.08
Energy 0.6 0.6 3.4
Textiles 0.41 0.41 -
Unclassified 6.61 6.61 -
Communication - - 1.5

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