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

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tortoise-icon INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

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tortoise-icon Sundaram Services Fund Regular Plan - Growth

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Chart Comparison

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) ₹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 3.73% 3.51%
6 Month -1.43% 6.26%
1 Year 7.88% 17.89%
3 Year 15.11% 20.87%
5 Year - 28.97%

SIP Return Analysis

Scheme Name INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH Sundaram Services Fund Regular Plan - Growth
6 Month 3.81% 8.2%
1 Year 1.81% 14.86%
3 Year 15.55% 20.78%
5 Year - 21.02%

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% -

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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

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