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) | ₹454 Cr | ₹1161 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 | 0.34% | -2.59% |
| 6 Month | 0.74% | -1.84% |
| 1 Year | -4.07% | -6.02% |
| 3 Year | 12.69% | 18.81% |
| 5 Year | - | 20.46% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.29% | -1.09% |
| 1 Year | 6.81% | 7.36% |
| 3 Year | 11.4% | 16.03% |
| 5 Year | - | 18.05% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.15% | 10.82% |
| 3 Year | 13.1% | 14.36% |
| 5 Year | - | 11.07% |
Risk Management
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.60% | 16.59% |
| Sharp | 0.54% | 0.84% |
| Beta | 0.90% | 1.11% |
| Alpha | 0.22% | 3.18% |
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 | 10.88 | 7.92 |
| Large Cap | 64.69 | 42.84 |
| Mid Cap | 9.89 | 8.29 |
| Small Cap | 14.54 | 40.94 |
Sector Allocation
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 2.45 | 6.7 |
| Technology | 14.82 | 0.82 |
| Consumer Defensive | 7.77 | - |
| Financial Services | 28.6 | 29.01 |
| Consumer Cyclical | 13.5 | 19.15 |
| Industrials | 6.87 | 28.07 |
| Energy | 1.21 | 5.14 |
| Healthcare | 12.01 | - |
| Basic Materials | 2.09 | 9.97 |
| Real Estate | 4.19 | 1.15 |
| Communication Services | 4.59 | - |
| Utilities | 1.91 | - |
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