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) ₹340 Cr ₹340 Cr ₹613 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 2.31 2.31 1.65
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 2.24% 2.24% 0.65%
6 Month 5.33% 5.33% 2.66%
1 Year 16.82% 16.82% 9.8%
3 Year 10.01% 10.01% 10.48%
5 Year 9.53% 9.53% 10.98%

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 14.49% 14.49% 6.78%
3 Year 14.46% 14.46% 11.49%
5 Year 11.67% 11.67% 11.67%

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 8.71% 8.71% 10.77%
3 Year 7.72% 7.72% 10.67%
5 Year 9.43% 9.43% 10.46%

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% 0.76%
Beta 0.92% 0.92% 0.92%
Alpha 0.21% 0.21% 1.71%

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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 33.86
Large Cap 45.57 45.57 23.09
Mid Cap 9.4 9.4 0.68
Small Cap 8.99 8.99 0.17

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 33.86
Insurance 0.56 0.56 1
Materials 0.73 0.73 -
Technology 1.31 1.31 -
Financial 9.7 9.7 -
Consumer Staples 1.63 1.63 -
Healthcare 5.36 5.36 -
Sovereign 9.62 9.62 -
Capital Goods 4.87 4.87 -
Chemicals 0.59 0.59 -
Services 7.1 7.1 -
Consumer Discretionary 2.04 2.04 -
Automobile 1.37 1.37 -
Metals & Mining 0.24 0.24 -
Construction 0.88 0.88 0.41
Energy 0.6 0.6 -
Textiles 0.41 0.41 -
Unclassified 6.61 6.61 -
Cement & Cement Products - - 0.87
Telecom - Services - - 1.22
Petroleum Products - - 0.43
IT - Software - - 3.22
Personal Products - - 0
Ferrous Metals - - -0.01
Diversified FMCG - - 1.26
Non - Ferrous Metals - - 0.18
Banks - - 6.31
Pharmaceuticals & Biotechnology - - 1.45
Automobiles - - 2.12
Gas - - 0.66
Diversified Metals - - 0.8
Oil - - 0.38
Realty - - 0.2
Finance - - 1.1
Consumable Fuels - - 0.1
Minerals & Mining - - -0.01
Transport Services - - 0.8
Power - - 1.45

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