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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) | ₹453 Cr | ₹1092 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 | 2.99% | 1.12% |
| 6 Month | 12.08% | 18.92% |
| 1 Year | -5.7% | -2.56% |
| 3 Year | 12.27% | 19.18% |
| 5 Year | - | 24.86% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.05% | 2.43% |
| 1 Year | 3.6% | 9.22% |
| 3 Year | 12.61% | 19.75% |
| 5 Year | - | 20.23% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.04% | 11.61% |
| 3 Year | 13.35% | 13.53% |
| 5 Year | - | 10.79% |
Risk Management
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.69% | 16.79% |
| Sharp | 0.44% | 0.75% |
| Beta | 0.90% | 1.11% |
| Alpha | 0.75% | 3.61% |
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 | 8.12 | 6.3 |
| Large Cap | 63.39 | 44.3 |
| Mid Cap | 13.3 | 9.36 |
| Small Cap | 15.19 | 40.04 |
Sector Allocation
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 2.5 | 6.3 |
| Technology | 13.93 | 1.13 |
| Consumer Defensive | 6.52 | - |
| Financial Services | 30.17 | 28.61 |
| Industrials | 10.29 | 25.75 |
| Consumer Cyclical | 13.71 | 21 |
| Healthcare | 10.85 | - |
| Basic Materials | 2.47 | 10.87 |
| Real Estate | 2.93 | 0.76 |
| Communication Services | 4.17 | - |
| Utilities | 2.45 | - |
| Energy | - | 5.58 |
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