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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) | ₹453 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 | 2.21% | 2.24% |
| 6 Month | 12.43% | 13.38% |
| 1 Year | -6% | -11.1% |
| 3 Year | 12.6% | 18.83% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.05% | 1.59% |
| 1 Year | 3.6% | 4.45% |
| 3 Year | 12.61% | 13.77% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.04% | 24.9% |
| 3 Year | 13.35% | 27.02% |
| 5 Year | - | - |
Risk Management
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.69% | 17.328% |
| Sharp | 0.44% | 0.966% |
| Beta | 0.90% | - |
| Alpha | 0.75% | - |
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 | 8.12 | 14.21 |
| Large Cap | 63.39 | 70.4 |
| Mid Cap | 13.3 | 4.03 |
| Small Cap | 15.19 | 11.36 |
Sector Allocation
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 2.5 | 14.21 |
| Technology | 13.93 | 0.76 |
| Consumer Defensive | 6.52 | - |
| Financial Services | 30.17 | 32.44 |
| Industrials | 10.29 | 6.11 |
| Consumer Cyclical | 13.71 | 8.35 |
| Healthcare | 10.85 | 4.03 |
| Basic Materials | 2.47 | 0.16 |
| Real Estate | 2.93 | 5.85 |
| Communication Services | 4.17 | 0.87 |
| Utilities | 2.45 | 6.77 |
| Energy | - | 20.44 |
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