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INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs Sundaram Services Fund Regular Plan compare
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
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) | ₹453 Cr | ₹4333 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 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.99% | 2.69% |
| 6 Month | 12.08% | 17.73% |
| 1 Year | -5.7% | 5.87% |
| 3 Year | 12.27% | 17.52% |
| 5 Year | - | 24.34% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.05% | 3.83% |
| 1 Year | 3.6% | 15.35% |
| 3 Year | 12.61% | 18.58% |
| 5 Year | - | 18.66% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.69% | 12.57% |
| Sharp | 0.44% | 0.78% |
| Beta | 0.90% | 0.93% |
| Alpha | 0.75% | 5.81% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.12 | 13.45 |
| Large Cap | 63.39 | 52.33 |
| Mid Cap | 13.3 | 7.53 |
| Small Cap | 15.19 | 26.68 |
Sector Allocation
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.5 | 6.01 |
| Technology | 13.93 | 6.41 |
| Consumer Defensive | 6.52 | - |
| Financial Services | 30.17 | 37.6 |
| Industrials | 10.29 | 6.09 |
| Consumer Cyclical | 13.71 | 13.19 |
| Healthcare | 10.85 | 8.47 |
| Basic Materials | 2.47 | - |
| Real Estate | 2.93 | 1.56 |
| Communication Services | 4.17 | 15.8 |
| Utilities | 2.45 | - |
| Energy | - | 4.88 |
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