INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs Sundaram Services Fund Regular Plan compare

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INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

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Sundaram Services Fund Regular Plan - Growth

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	Sundaram Services Fund Regular Plan - Growth
Fund	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	Sundaram Services Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹491 Cr	₹4429 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	18 Mar 2021	01 Sep 2018
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 ESG TRI	NIFTY Service Sector TRI
Turn Over	37%	29%
Expense Ratio	2.43	1.94
Manager	Amit Nigam	Rohit Seksaria
ISIN Code	INF205KA1304	INF903JA1EX7
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	Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	Sundaram Services Fund Regular Plan - Growth
1 Month	-3.88%	-3.05%
6 Month	1.11%	10.13%
1 Year	-3.18%	9.77%
3 Year	13.64%	19.32%
5 Year	-	25.54%

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	Sundaram Services Fund Regular Plan - Growth
6 Month	4.31%	7.49%
1 Year	2.29%	15.84%
3 Year	14.42%	20.31%
5 Year	-	20.29%

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	Sundaram Services Fund Regular Plan - Growth
1 Year	11.04%	18.83%
3 Year	13.35%	22.01%
5 Year	-	21.89%

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	Sundaram Services Fund Regular Plan - Growth
Standard Deviation	13.14%	13.00%
Sharp	0.89%	1.25%
Beta	0.89%	0.91%
Alpha	1.36%	6.26%

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Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	Sundaram Services Fund Regular Plan - Growth
Name	Amit Nigam	Rohit Seksaria
Total AUM	₹14602 Cr	₹0 Cr
Funds Managed	13	15
	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	Sundaram Services Fund Regular Plan - Growth

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	Sundaram Services Fund Regular Plan - Growth
Others	7.77	13.02
Large Cap	63.24	51.38
Mid Cap	13.68	7.48
Small Cap	15.31	28.11

Scheme Name	INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH	Sundaram Services Fund Regular Plan - Growth
Others	1.28	6.48
Technology	15.87	6.65
Financial Services	30.79	37.98
Industrials	10.05	6.04
Consumer Cyclical	12.8	12.41
Healthcare	11.87	7.99
Basic Materials	2.8	-
Consumer Defensive	4.33	-
Real Estate	2.95	1.61
Communication Services	4.35	15.64
Utilities	2.91	-
Energy	-	5.19