- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹484 Cr | ₹3793 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 | 4.11% | 6.54% |
| 6 Month | -5.41% | 0.76% |
| 1 Year | 6.8% | 14.92% |
| 3 Year | 11.83% | 17.52% |
| 5 Year | - | 27.46% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.61% | 4.73% |
| 1 Year | -5.13% | 7.76% |
| 3 Year | 13.82% | 18.91% |
| 5 Year | - | 20.32% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.12% | 20.46% |
| 3 Year | 13.4% | 22.46% |
| 5 Year | - | 21.59% |
Risk Management
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.477% | 13.733% |
| Sharp | 0.302% | 0.606% |
| Beta | 0.9% | - |
| Alpha | -0.514% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 2.77 | 9.97 |
| Large Cap | 65.31 | 50.92 |
| Small Cap | 13.55 | 28.8 |
| Mid Cap | 18.36 | 10.3 |
Sector Allocation
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.77 | 6.38 |
| Technology | 20.36 | 7.92 |
| Consumer Defensive | 1.83 | - |
| Financial Services | 29.52 | 37.21 |
| Industrials | 12.54 | 5.77 |
| Consumer Cyclical | 12.44 | 12.78 |
| Healthcare | 11.64 | 7.46 |
| Basic Materials | 2.79 | - |
| Communication Services | 3.13 | 15.5 |
| Utilities | 2.97 | - |
| Energy | - | 5.11 |
| Real Estate | - | 1.87 |
Top Comparisons
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns6.73%
LIC MF LOW DURATION FUND-Growth
3Y Returns6.41%
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns10.22%
Mirae Asset Equity Savings Fund- Regular Plan- Growth
3Y Returns10.61%
Franklin Templeton European Opportunities Fund - Growth
3Y Returns6.41%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns8.74%
DSP Liquidity Fund - Regular Plan - Growth
3Y Returns6.81%
Canara Robeco Liquid Fund - Regular Plan - Growth Option
3Y Returns6.86%
