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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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)	₹451 Cr	₹896 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	-0.91%	-0.45%
6 Month	-0.06%	11.69%
1 Year	-4.37%	10.76%
3 Year	13.25%	19.18%
5 Year	-	18.05%

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
6 Month	-0.96%	4.33%
1 Year	2.75%	22.48%
3 Year	9.84%	19.89%
5 Year	-	17.78%

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Year	10.15%	12.59%
3 Year	13.1%	17.91%
5 Year	-	19.78%

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Standard Deviation	12.60%	13.48%
Sharp	0.52%	0.86%
Beta	0.91%	1.00%
Alpha	0.28%	3.02%

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	9.71	19.66
Large Cap	64.79	50.48
Mid Cap	10.04	7.75
Small Cap	15.45	22.11

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Others	0.71	4.26
Technology	16.25	10.79
Consumer Defensive	8.03	6.37
Financial Services	29.21	26.83
Consumer Cyclical	13.97	16.43
Industrials	6.63	9.2
Energy	1.22	1.88
Healthcare	12.73	5.49
Basic Materials	1.9	9.26
Real Estate	4.03	1.91
Communication Services	4.72	7.58
Utilities	0.6	0