- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹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 |
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 | -3.23% | 0.45% |
| 6 Month | -4.05% | 7.79% |
| 1 Year | -1.44% | 16.89% |
| 3 Year | 13.04% | 20.21% |
| 5 Year | - | 16.89% |
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 | -1.63% | 4.02% |
| 1 Year | -0.19% | 20.24% |
| 3 Year | 7.64% | 18.13% |
| 5 Year | - | 16.6% |
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 | 8.88% | 12.7% |
| 3 Year | 13.21% | 17.98% |
| 5 Year | - | 19.14% |
Risk Management
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.03% | 13.56% |
| Sharp | 0.61% | 1.02% |
| Beta | 0.92% | 0.99% |
| Alpha | -1.7% | 2.86% |
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 | 9.71 | 19.66 |
| Large Cap | 64.79 | 50.48 |
| Mid Cap | 10.04 | 7.75 |
| Small Cap | 15.45 | 22.11 |
Sector Allocation
| 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 | 15.31 | 16.43 |
| Industrials | 5.29 | 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 |
Top Comparisons
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
3Y Returns20.74%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns19.93%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns22.42%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns17.39%
360 ONE ELSS Nifty 50 Tax Saver Index Fund Regular - Growth
3Y Returns13.2%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns16.36%
Nippon India Innovation Fund - Regular (G)
3Y Returns0%
Quant ESG Integration Strategy Fund Regular - Growth
3Y Returns13.95%
