INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs Aditya Birla Sun Life Special Opportunities Fund compare

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INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

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Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

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Chart Comparison

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

Overview

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Fund	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹483 Cr	₹777 Cr
Min Investment	₹1000	₹500
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹500
Launch Date	18 Mar 2021	23 Oct 2020
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 ESG TRI	BSE 500
Turn Over	37%	72%
Expense Ratio	2.43	2.4
Manager	Amit Nigam	Dhaval Joshi
ISIN Code	INF205KA1304	INF209KB1T46
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 Special Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Month	2.66%	4.29%
6 Month	1.12%	4.91%
1 Year	6.84%	8.21%
3 Year	18.88%	22.31%
5 Year	-	-

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
6 Month	9.7%	10.48%
1 Year	9.47%	12.65%
3 Year	17.41%	20.71%
5 Year	-	-

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Year	12.6%	15.84%
3 Year	12.79%	17.48%
5 Year	-	-

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Standard Deviation	13.95%	14.79%
Sharp	0.62%	0.78%
Beta	0.92%	0.99%
Alpha	0.77%	0.31%

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Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Name	Amit Nigam	Dhaval Joshi
Total AUM	₹14602 Cr	₹361932 Cr
Funds Managed	13	55
	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Others	2.77	8.65
Large Cap	65.31	49.95
Small Cap	13.55	23.14
Mid Cap	18.36	18.25

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Others	2.77	5.81
Technology	20.36	12.66
Consumer Defensive	1.83	4.65
Financial Services	29.52	22.13
Industrials	12.54	4.8
Consumer Cyclical	12.44	16.47
Healthcare	11.64	8.66
Basic Materials	2.79	13.04
Communication Services	3.13	6.88
Utilities	2.97	0.84
Energy	-	1.85
Real Estate	-	2.18