- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
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 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) | ₹465 Cr | ₹1124 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 | -1.64% | -1.88% |
| 6 Month | 6.81% | 17.96% |
| 1 Year | -2.57% | 2.17% |
| 3 Year | 12.56% | 21.72% |
| 5 Year | - | 25.34% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.99% | 4.12% |
| 1 Year | -2.81% | 5.12% |
| 3 Year | 11.53% | 19.9% |
| 5 Year | - | 20.57% |
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 | 12.66% | 16.64% |
| Sharp | 0.56% | 0.94% |
| Beta | 0.89% | 1.10% |
| Alpha | 0.77% | 4.32% |
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 |
Top Comparisons
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth
3Y Returns15.79%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns16.42%
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns18.6%
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns10.4%
BANDHAN Credit Risk Fund - Regular Plan Growth
3Y Returns6.42%
UTI Credit Risk Fund - Regular Plan - Growth Option
3Y Returns7.2%
DSP Ultra Short Fund - Regular Plan - Growth
3Y Returns6.73%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.26%
