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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) | ₹434 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% | -1.35% |
| 6 Month | -4.18% | -2% |
| 1 Year | -1.72% | 2.47% |
| 3 Year | 13.45% | 14.29% |
| 5 Year | - | 21.13% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | -2.24% | -0.74% |
| 1 Year | -0.1% | 4.01% |
| 3 Year | 7.65% | 8.4% |
| 5 Year | - | 13.89% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 8.88% | 18.94% |
| 3 Year | 13.21% | 22.48% |
| 5 Year | - | 24.65% |
Risk Management
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.51% | 17.3% |
| Sharp | 0.54% | 0.56% |
| Beta | 0.92% | 1.16% |
| Alpha | -0.59% | -2.47% |
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 | 14.51 | 47.05 |
| Large Cap | 61.16 | 44.6 |
| Mid Cap | 10.89 | 5.6 |
| Small Cap | 13.44 | 2.74 |
Sector Allocation
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 2.1 | 30.25 |
| Technology | 17.35 | 0 |
| Consumer Defensive | 5.49 | 8.84 |
| Financial Services | 30.33 | 15.24 |
| Consumer Cyclical | 16.34 | 12.79 |
| Industrials | 3.16 | - |
| Energy | 1.14 | 9.08 |
| Healthcare | 12.73 | 5.01 |
| Basic Materials | 1.9 | 0.84 |
| Real Estate | 3.92 | 7.85 |
| Communication Services | 4.92 | - |
| Utilities | 0.61 | 10.1 |
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