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) | ₹443 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 | 2.98% | 3.09% |
| 6 Month | 4.32% | 5.99% |
| 1 Year | -1.51% | -4.21% |
| 3 Year | 13.28% | 14.56% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | -2.02% | -0.92% |
| 1 Year | -0.84% | 2.82% |
| 3 Year | 9.46% | 9.64% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 10.15% | 20.52% |
| 3 Year | 13.1% | 24.56% |
| 5 Year | - | - |
Risk Management
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.60% | 18.756% |
| Sharp | 0.54% | 0.643% |
| Beta | 0.90% | 1.112% |
| Alpha | 0.22% | 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 | 8.28 | 34.03 |
| Large Cap | 64.75 | 58.94 |
| Mid Cap | 10.93 | 4.36 |
| Small Cap | 16.05 | 2.66 |
Sector Allocation
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 1.34 | 16.19 |
| Technology | 15.27 | 9.78 |
| Consumer Defensive | 7.81 | 9.09 |
| Financial Services | 28.97 | 20.83 |
| Industrials | 7.34 | - |
| Consumer Cyclical | 15.43 | 12.76 |
| Healthcare | 12.03 | 4.36 |
| Basic Materials | 2.33 | - |
| Real Estate | 3.29 | 8.9 |
| Communication Services | 4.3 | - |
| Utilities | 1.9 | 14.59 |
| Energy | - | 3.48 |
Top Comparisons
ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth
3Y Returns15.99%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns14.64%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.51%
DSP Savings Fund - Regular Plan - Growth
3Y Returns7.25%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns7.01%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns7.01%
HDFC Small Cap Fund Regular Growth
3Y Returns23.07%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns16.54%