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INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs Quant ESG Equity Fund Regular compare
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Fund | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant ESG Integration Strategy Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹453 Cr | ₹288 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Mar 2021 | 05 Nov 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | NIFTY 100 ESG TRI |
| Turn Over | 37% | % |
| Expense Ratio | 2.43 | 2.42 |
| Manager | Amit Nigam | Sanjeev Sharma |
| ISIN Code | INF205KA1304 | INF966L01AB8 |
| 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 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Month | 2.99% | 3.87% |
| 6 Month | 12.08% | 13.68% |
| 1 Year | -5.7% | -13.5% |
| 3 Year | 12.27% | 13.2% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.05% | 1.98% |
| 1 Year | 3.6% | 3.4% |
| 3 Year | 12.61% | 11.87% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.04% | 21.51% |
| 3 Year | 13.35% | 27.16% |
| 5 Year | - | - |
Risk Management
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.69% | 18.756% |
| Sharp | 0.44% | 0.643% |
| Beta | 0.90% | 1.112% |
| Alpha | 0.75% | 6.426% |
Fund Managers
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Name | Amit Nigam | Sanjeev Sharma |
| Total AUM | ₹14602 Cr | ₹39731 Cr |
| Funds Managed | 13 | 22 |
| INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant ESG Integration Strategy Fund Regular - Growth |
Market Cap
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 8.12 | 17.05 |
| Large Cap | 63.39 | 56.62 |
| Mid Cap | 13.3 | 6.37 |
| Small Cap | 15.19 | 19.96 |
Sector Allocation
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 2.5 | 13.28 |
| Technology | 13.93 | 6.68 |
| Consumer Defensive | 6.52 | 8.25 |
| Financial Services | 30.17 | 30.3 |
| Industrials | 10.29 | - |
| Consumer Cyclical | 13.71 | 12.42 |
| Healthcare | 10.85 | 6.37 |
| Basic Materials | 2.47 | - |
| Real Estate | 2.93 | 9.51 |
| Communication Services | 4.17 | - |
| Utilities | 2.45 | 12.75 |
| Energy | - | 0.44 |
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