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INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs Quant Quantamental Fund Regular compare
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
Quant Quantamental Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Fund | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant Quantamental Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹443 Cr | ₹2122 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Mar 2021 | 20 Apr 2021 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | NIFTY 200 TRI |
| Turn Over | 37% | % |
| Expense Ratio | 2.43 | 2 |
| Manager | Amit Nigam | Sanjeev Sharma |
| ISIN Code | INF205KA1304 | INF966L01AH5 |
| 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 Quantamental 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 Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Month | 2.98% | 1.81% |
| 6 Month | 4.32% | 8.03% |
| 1 Year | -1.51% | -1.77% |
| 3 Year | 13.28% | 20.14% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | -2% | 0.9% |
| 1 Year | -0.51% | 7.68% |
| 3 Year | 9.44% | 12.21% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Year | 10.15% | 23.61% |
| 3 Year | 13.1% | 26.26% |
| 5 Year | - | - |
Risk Management
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.60% | 17.328% |
| Sharp | 0.54% | 0.966% |
| Beta | 0.90% | - |
| Alpha | 0.22% | - |
Fund Managers
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant Quantamental 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 Quantamental Fund Regular - Growth |
Market Cap
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 8.28 | 43.02 |
| Large Cap | 64.75 | 50.9 |
| Mid Cap | 10.93 | 4.3 |
| Small Cap | 16.05 | 1.78 |
Sector Allocation
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 1.34 | 30.55 |
| Technology | 15.27 | 0.88 |
| Consumer Defensive | 7.81 | - |
| Financial Services | 28.97 | 16.85 |
| Industrials | 7.34 | 6.83 |
| Consumer Cyclical | 15.43 | 5.85 |
| Healthcare | 12.03 | 4.3 |
| Basic Materials | 2.33 | - |
| Real Estate | 3.29 | 5.91 |
| Communication Services | 4.3 | 0.9 |
| Utilities | 1.9 | 9.25 |
| Energy | - | 18.69 |
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