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) | ₹491 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 | -3.88% | -4.91% |
6 Month | 1.11% | 2.4% |
1 Year | -3.18% | -13.84% |
3 Year | 13.64% | 17.05% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
6 Month | 4.31% | 4.26% |
1 Year | 2.29% | -1.45% |
3 Year | 14.42% | 13.54% |
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 | 13.14% | 18.756% |
Sharp | 0.89% | 0.643% |
Beta | 0.89% | 1.112% |
Alpha | 1.36% | 6.426% |
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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 | 7.77 | 16.71 |
Large Cap | 63.24 | 60.16 |
Mid Cap | 13.68 | 4.15 |
Small Cap | 15.31 | 18.98 |
Sector Allocation
Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 1.28 | 12.85 |
Technology | 15.87 | 3.01 |
Financial Services | 30.79 | 23.17 |
Industrials | 10.05 | - |
Consumer Cyclical | 12.8 | 12.32 |
Healthcare | 11.87 | 18.72 |
Basic Materials | 2.8 | - |
Consumer Defensive | 4.33 | 7.69 |
Real Estate | 2.95 | 9.5 |
Communication Services | 4.35 | - |
Utilities | 2.91 | 12.29 |
Energy | - | 0.44 |
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