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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) | ₹484 Cr | ₹995 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 | 3.56% | 1.78% |
| 6 Month | -5.96% | -7.65% |
| 1 Year | 5.96% | 6.01% |
| 3 Year | 11.62% | 20.65% |
| 5 Year | - | 26.71% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.61% | 0.58% |
| 1 Year | -5.13% | -5.84% |
| 3 Year | 13.82% | 20.6% |
| 5 Year | - | 21.61% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.12% | 12.53% |
| 3 Year | 13.4% | 12.41% |
| 5 Year | - | 10.07% |
Risk Management
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.477% | 16.92% |
| Sharp | 0.302% | 0.627% |
| Beta | 0.9% | - |
| Alpha | -0.514% | - |
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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 | 2.77 | 3.21 |
| Large Cap | 65.31 | 41.17 |
| Small Cap | 13.55 | 44.38 |
| Mid Cap | 18.36 | 11.24 |
Sector Allocation
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 2.77 | 4.33 |
| Technology | 20.36 | 1.43 |
| Consumer Defensive | 1.83 | - |
| Financial Services | 29.52 | 29.12 |
| Industrials | 12.54 | 28.03 |
| Consumer Cyclical | 12.44 | 16.85 |
| Healthcare | 11.64 | - |
| Basic Materials | 2.79 | 12.59 |
| Communication Services | 3.13 | - |
| Utilities | 2.97 | - |
| Energy | - | 6.42 |
| Real Estate | - | 1.22 |
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