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INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs Aditya Birla Sun Life Special Opportunities Fund compare
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Chart Comparison
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) | ₹453 Cr | ₹805 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 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 2.85% | 4.73% |
| 6 Month | 13.13% | 19.97% |
| 1 Year | -5.46% | 1.76% |
| 3 Year | 13.64% | 18.4% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.05% | 6.94% |
| 1 Year | 3.6% | 17.59% |
| 3 Year | 12.61% | 19.54% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.04% | 14.41% |
| 3 Year | 13.35% | 17.71% |
| 5 Year | - | - |
Risk Management
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.69% | 13.58% |
| Sharp | 0.44% | 0.71% |
| Beta | 0.90% | 0.98% |
| Alpha | 0.75% | 1.86% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 8.12 | 11.26 |
| Large Cap | 63.39 | 50.46 |
| Mid Cap | 13.3 | 14.72 |
| Small Cap | 15.19 | 23.56 |
Sector Allocation
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.5 | 2.49 |
| Technology | 13.93 | 8.98 |
| Consumer Defensive | 6.52 | 5.35 |
| Financial Services | 30.17 | 22.22 |
| Industrials | 10.29 | 9.47 |
| Consumer Cyclical | 13.71 | 18.26 |
| Healthcare | 10.85 | 8.84 |
| Basic Materials | 2.47 | 12.02 |
| Real Estate | 2.93 | 2.4 |
| Communication Services | 4.17 | 7.41 |
| Utilities | 2.45 | 0.69 |
| Energy | - | 1.86 |
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