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) | ₹443 Cr | ₹1070 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 | 2.98% | 4.03% |
| 6 Month | 4.32% | 14.72% |
| 1 Year | -1.51% | 1.85% |
| 3 Year | 13.28% | 19.27% |
| 5 Year | - | 19.76% |
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 | -2% | 1.72% |
| 1 Year | -0.51% | 10.36% |
| 3 Year | 9.44% | 15.41% |
| 5 Year | - | 15.13% |
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 | 10.15% | 11.85% |
| 3 Year | 13.1% | 13.15% |
| 5 Year | - | 11.74% |
Risk Management
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.60% | 13.2% |
| Sharp | 0.54% | 0.82% |
| Beta | 0.90% | 0.94% |
| Alpha | 0.22% | -2.43% |
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 | 8.28 | 5.4 |
| Large Cap | 64.75 | 40.63 |
| Mid Cap | 10.93 | 26.57 |
| Small Cap | 16.05 | 27.4 |
Sector Allocation
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.34 | 1.2 |
| Technology | 15.27 | 1.26 |
| Consumer Defensive | 7.81 | 4.61 |
| Financial Services | 28.97 | - |
| Industrials | 7.34 | 27.3 |
| Consumer Cyclical | 15.43 | 30.12 |
| Healthcare | 12.03 | 9.08 |
| Basic Materials | 2.33 | 21.41 |
| Real Estate | 3.29 | - |
| Communication Services | 4.3 | - |
| Utilities | 1.9 | - |
| Energy | - | 5.01 |
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