UTI Conservative Hybrid Fund vs Invesco India Equity Savings Fund compare

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Invesco India Equity Savings Fund - Regular Plan - Growth

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Invesco India Equity Savings Fund - Regular Plan - Growth

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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 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

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%

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%

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%

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%

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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

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

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