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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) | ₹451 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 | -0.11% | -0.41% |
| 6 Month | -0.51% | 1.35% |
| 1 Year | -2.12% | 3.11% |
| 3 Year | 14.49% | 16.27% |
| 5 Year | - | 23.74% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | -0.96% | 0.79% |
| 1 Year | 2.75% | 7.87% |
| 3 Year | 9.84% | 10.97% |
| 5 Year | - | 15.79% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 10.15% | 19.14% |
| 3 Year | 13.1% | 22.73% |
| 5 Year | - | 26.1% |
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 | 0.52% | 0.643% |
| Beta | 0.91% | 1.112% |
| Alpha | 0.28% | 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 | 9.71 | 47.05 |
| Large Cap | 64.79 | 44.6 |
| Mid Cap | 10.04 | 5.6 |
| Small Cap | 15.45 | 2.74 |
Sector Allocation
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 0.71 | 30.25 |
| Technology | 16.25 | 0 |
| Consumer Defensive | 8.03 | 8.84 |
| Financial Services | 29.21 | 15.24 |
| Consumer Cyclical | 13.97 | 12.79 |
| Industrials | 6.63 | - |
| Energy | 1.22 | 9.08 |
| Healthcare | 12.73 | 5.01 |
| Basic Materials | 1.9 | 0.84 |
| Real Estate | 4.03 | 7.85 |
| Communication Services | 4.72 | - |
| Utilities | 0.6 | 10.1 |
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