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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) | ₹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 | 1.72% | 2.12% |
| 6 Month | -5.23% | 2.55% |
| 1 Year | 5.84% | 16.36% |
| 3 Year | 18.44% | 24% |
| 5 Year | - | 27.43% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.71% | 10.36% |
| 1 Year | 3.59% | 16.37% |
| 3 Year | 15.26% | 20.51% |
| 5 Year | - | 20.63% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.6% | 19.51% |
| 3 Year | 12.79% | 21.93% |
| 5 Year | - | 21.73% |
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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