Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs Quant ESG Equity Fund Regular compare

Link copied to clipboard!

tortoise-icon INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

Invest Now

tortoise-icon Quant ESG Integration Strategy Fund Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

ICICI Prudential Medium Term Bond Fund - Growth ICICI Prudential Medium Term Bond Fund - Growth

3Y Returns7.83%

VS

HDFC Medium Term Debt Fund - Growth Option HDFC Medium Term Debt Fund - Growth Option

3Y Returns7.55%

Compare Now

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

3Y Returns18.36%

VS

Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option

3Y Returns10.33%

Compare Now

UTI Arbitrage Fund - Regular Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option

3Y Returns7.05%

VS

Axis Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth

3Y Returns6.85%

Compare Now

Nippon India Dynamic Bond Fund-Growth Plan-Growth Option Nippon India Dynamic Bond Fund-Growth Plan-Growth Option

3Y Returns8.3%

VS

PGIM India Dynamic Bond Fund - Growth Option PGIM India Dynamic Bond Fund - Growth Option

3Y Returns7%

Compare Now
Add to Cart Successfully