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INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs Tata Ethical Fund compare
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
Tata Ethical Fund-Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Fund | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Tata Ethical Fund-Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹484 Cr | ₹3253 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Mar 2021 | 21 Aug 1996 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | Nifty 500 Shariah TRI |
| Turn Over | 37% | 11.72% |
| Expense Ratio | 2.43 | 1.92 |
| Manager | Amit Nigam | Abhinav Sharma |
| ISIN Code | INF205KA1304 | INF277K01956 |
| 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 | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.56% | 1.53% |
| 6 Month | -5.96% | -8.95% |
| 1 Year | 5.96% | 0.44% |
| 3 Year | 11.62% | 10.34% |
| 5 Year | - | 19.83% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.61% | -2.05% |
| 1 Year | -5.13% | -13.09% |
| 3 Year | 13.82% | 9.2% |
| 5 Year | - | 12.68% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.12% | 13.97% |
| 3 Year | 13.4% | 13.84% |
| 5 Year | - | 14.38% |
Risk Management
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.477% | 12.5% |
| Sharp | 0.302% | 0.15% |
| Beta | 0.9% | 0.87% |
| Alpha | -0.514% | -0.77% |
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Fund Managers
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Name | Amit Nigam | Abhinav Sharma |
| Total AUM | ₹14602 Cr | ₹5613 Cr |
| Funds Managed | 13 | 3 |
| INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Tata Ethical Fund-Regular Plan - Growth Option |
Market Cap
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 2.77 | 9.42 |
| Large Cap | 65.31 | 39.68 |
| Small Cap | 13.55 | 15.23 |
| Mid Cap | 18.36 | 35.67 |
Sector Allocation
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 2.77 | 9.42 |
| Technology | 20.36 | 16.25 |
| Consumer Defensive | 1.83 | 11.69 |
| Financial Services | 29.52 | - |
| Industrials | 12.54 | 12.67 |
| Consumer Cyclical | 12.44 | 12.35 |
| Healthcare | 11.64 | 15.21 |
| Basic Materials | 2.79 | 12.39 |
| Communication Services | 3.13 | - |
| Utilities | 2.97 | 4.03 |
| Energy | - | 5.98 |
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