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INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs Tata Ethical Fund compare

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tortoise-icon INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

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tortoise-icon Tata Ethical Fund-Regular Plan - Growth Option

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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 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 2.13% 2.24%
6 Month -2.97% -5.08%
1 Year 8.13% -0.68%
3 Year 15.19% 13.17%
5 Year - 21.47%

SIP Return Analysis

Scheme Name INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH Tata Ethical Fund-Regular Plan - Growth Option
6 Month 3.81% 2.74%
1 Year 1.81% -6.03%
3 Year 15.55% 10.92%
5 Year - 13.32%

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% 0.34%
Beta 0.9% 0.86%
Alpha -0.514% -0.44%

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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 7.38
Large Cap 65.31 40.21
Small Cap 13.55 15
Mid Cap 18.36 37.41

Sector Allocation

Scheme Name

INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

Tata Ethical Fund-Regular Plan - Growth Option

Others 2.77 7.38
Technology 20.36 -
Consumer Defensive 1.83 -
Financial Services 29.52 -
Industrials 12.54 -
Consumer Cyclical 12.44 -
Healthcare 11.64 -
Basic Materials 2.79 -
Communication Services 3.13 -
Utilities 2.97 -
Industrial Products - 5
Consumer Durables - 6.11
Fertilizers & Agrochemicals - 2.67
Petroleum Products - 3.77
Diversified FMCG - 4
Pharmaceuticals & Biotechnology - 12.46
IT - Software - 15.81
Healthcare Services - 3.17
Cement & Cement Products - 5.7
Chemicals & Petrochemicals - 5.38
Auto Components - 6.36
Personal Products - 3.45
Gas - 5.61
IT - Services - 0.89
Non - Ferrous Metals - 0.44
Automobiles - 2
Agricultural Food & other Products - 2.27
Retailing - 1.45
Food Products - 0.8
Electrical Equipment - 1.72
Oil - 1.18
Diversified - 0.62
Ferrous Metals - 0.57
Textiles & Apparels - 1.19

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