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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) | ₹443 Cr | ₹4426 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 | 0.4% | 2.24% |
| 6 Month | 1.45% | 7.02% |
| 1 Year | 0.34% | 13.63% |
| 3 Year | 13% | 17.91% |
| 5 Year | - | 22.92% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.66% | 2.52% |
| 1 Year | 3.38% | 17.28% |
| 3 Year | 10.61% | 18.1% |
| 5 Year | - | 17.9% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.15% | 17.73% |
| 3 Year | 13.1% | 21.77% |
| 5 Year | - | 22.13% |
Risk Management
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.60% | 12.46% |
| Sharp | 0.54% | 0.88% |
| Beta | 0.90% | 0.97% |
| Alpha | 0.22% | 5.88% |
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 | 8.28 | 14.21 |
| Large Cap | 64.75 | 51.59 |
| Mid Cap | 10.93 | 7.3 |
| Small Cap | 16.05 | 26.9 |
Sector Allocation
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.34 | 6.1 |
| Technology | 15.27 | 6.96 |
| Consumer Defensive | 7.81 | - |
| Financial Services | 28.97 | 36.62 |
| Industrials | 7.34 | 6.49 |
| Consumer Cyclical | 15.43 | 13.34 |
| Healthcare | 12.03 | 8.51 |
| Basic Materials | 2.33 | - |
| Real Estate | 3.29 | 1.61 |
| Communication Services | 4.3 | 15.64 |
| Utilities | 1.9 | - |
| Energy | - | 4.72 |
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