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INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs HSBC Business Cycles Fund compare
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Fund | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹483 Cr | ₹1078 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Mar 2021 | 20 Aug 2014 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | NIFTY 500 TRI |
| Turn Over | 37% | 28% |
| Expense Ratio | 2.43 | 2.28 |
| Manager | Amit Nigam | Venugopal Manghat |
| ISIN Code | INF205KA1304 | INF917K01RF8 |
| 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 | HSBC Business Cycles Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.73% | 4.02% |
| 6 Month | -0.88% | 1.35% |
| 1 Year | 4.16% | 5.37% |
| 3 Year | 18.27% | 28.82% |
| 5 Year | - | 27.78% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 9.7% | 15.6% |
| 1 Year | 9.47% | 18.24% |
| 3 Year | 17.41% | 26.21% |
| 5 Year | - | 24.4% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.6% | 11.98% |
| 3 Year | 12.79% | 13.2% |
| 5 Year | - | 10.61% |
Risk Management
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.95% | 17.87% |
| Sharp | 0.62% | 0.98% |
| Beta | 0.92% | 1.11% |
| Alpha | 0.77% | 4.57% |
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Fund Managers
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Name | Amit Nigam | Venugopal Manghat |
| Total AUM | ₹14602 Cr | ₹41442 Cr |
| Funds Managed | 13 | 7 |
| INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
Market Cap
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 3.64 | 3.24 |
| Large Cap | 67.85 | 45.72 |
| Mid Cap | 15.3 | 9.42 |
| Small Cap | 13.2 | 41.61 |
Sector Allocation
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 1.83 | 3.24 |
| Technology | 14.77 | 1.15 |
| Financial Services | 31.31 | 31.05 |
| Industrials | 11.61 | 27.8 |
| Consumer Cyclical | 11.74 | 18.9 |
| Healthcare | 11.39 | - |
| Basic Materials | 3.01 | 10.99 |
| Consumer Defensive | 4.45 | - |
| Real Estate | 2.96 | 0.87 |
| Communication Services | 4.08 | - |
| Utilities | 2.86 | - |
| Energy | - | 6 |
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