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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) | ₹451 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 | -0.74% | -2.84% |
| 6 Month | -1.36% | 3.78% |
| 1 Year | -5.59% | 3.03% |
| 3 Year | 13.11% | 18.46% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.79% | 3.48% |
| 1 Year | 6.93% | 16.42% |
| 3 Year | 10.68% | 13.93% |
| 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 | 0.52% | 0.966% |
| Beta | 0.91% | - |
| Alpha | 0.28% | - |
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 | 9.71 | 48.3 |
| Large Cap | 64.79 | 48.04 |
| Mid Cap | 10.04 | 3.66 |
| Small Cap | 15.45 | 0 |
Sector Allocation
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 0.71 | 28.71 |
| Technology | 16.25 | - |
| Consumer Defensive | 8.03 | - |
| Financial Services | 29.21 | 32.34 |
| Consumer Cyclical | 13.97 | 6.19 |
| Industrials | 6.63 | 7.48 |
| Energy | 1.22 | 7.81 |
| Healthcare | 12.73 | 3.66 |
| Basic Materials | 1.9 | 0 |
| Real Estate | 4.03 | 5.91 |
| Communication Services | 4.72 | 0 |
| Utilities | 0.6 | 7.9 |
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