INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs Aditya Birla Sun Life Manufacturing Equity Fund compare
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
Fund | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹484 Cr | ₹1112 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 18 Mar 2021 | 03 Feb 2015 |
Category | Other Themes | Manufacturing |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 ESG TRI | BSE India Manufacturing TRI |
Turn Over | 37% | 19% |
Expense Ratio | 2.43 | 2.25 |
Manager | Amit Nigam | Harish Krishnan |
ISIN Code | INF205KA1304 | INF209KA1YH6 |
Exits Load | Invesco India ESG Integration Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.92% | 3.85% |
6 Month | -5.97% | -6.18% |
1 Year | 5.95% | 0.32% |
3 Year | 17.25% | 21.23% |
5 Year | - | 21.15% |
SIP Return Analysis
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.71% | 7.36% |
1 Year | 3.59% | 1.3% |
3 Year | 15.26% | 18.13% |
5 Year | - | 16.69% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.6% | 12.71% |
3 Year | 12.79% | 12.86% |
5 Year | - | 11.25% |
Risk Management
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.477% | 13.2% |
Sharp | 0.302% | 0.83% |
Beta | 0.9% | 0.93% |
Alpha | -0.514% | -2.14% |
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Fund Managers
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
Name | Amit Nigam | Harish Krishnan |
Total AUM | ₹14602 Cr | ₹26655 Cr |
Funds Managed | 13 | 4 |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
Others | 2.77 | 1.14 |
Large Cap | 65.31 | 44.25 |
Small Cap | 13.55 | 31.9 |
Mid Cap | 18.36 | 22.73 |
Sector Allocation
Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
---|---|---|
Others | 2.77 | 1.14 |
Technology | 20.36 | - |
Consumer Defensive | 1.83 | - |
Financial Services | 29.52 | - |
Industrials | 12.54 | - |
Consumer Cyclical | 12.44 | - |
Healthcare | 11.64 | - |
Basic Materials | 2.79 | - |
Communication Services | 3.13 | - |
Utilities | 2.97 | - |
Petroleum Products | - | 7.08 |
Auto Components | - | 10.77 |
Construction | - | 6.3 |
Pharmaceuticals & Biotechnology | - | 6.58 |
Consumer Durables | - | 6.95 |
Non - Ferrous Metals | - | 4.33 |
Industrial Manufacturing | - | 4.09 |
Ferrous Metals | - | 5.14 |
Healthcare Equipment & Supplies | - | 0.32 |
Automobiles | - | 10.67 |
Electrical Equipment | - | 4.52 |
Industrial Products | - | 14.51 |
Chemicals & Petrochemicals | - | 0.8 |
Agricultural Food & other Products | - | 0.7 |
Diversified Metals | - | 2.49 |
Aerospace & Defense | - | 2.15 |
Textiles & Apparels | - | 2 |
Minerals & Mining | - | 1.37 |
Beverages | - | 8.11 |
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