INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs Aditya Birla Sun Life Special Opportunities Fund compare
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Chart Comparison
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Fund | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹519 Cr | ₹774 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 18 Mar 2021 | 23 Oct 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | BSE 500 |
| Turn Over | 37% | 72% |
| Expense Ratio | 2.42 | 2.38 |
| Manager | Amit Nigam | Dhaval Joshi |
| ISIN Code | INF205KA1304 | INF209KB1T46 |
| 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 | Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 2.81% | 2.04% |
| 6 Month | 6.85% | 4.07% |
| 1 Year | 22.79% | 22.85% |
| 3 Year | 11.4% | 15.4% |
| 5 Year | - | - |
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 18.88% | 15.01% |
| 3 Year | 20.07% | 22.19% |
| 5 Year | - | - |
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.81% | 17.29% |
| 3 Year | 14.5% | 18.03% |
| 5 Year | - | - |
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.03% | 13.56% |
| Sharp | 0.67% | 0.85% |
| Beta | 0.87% | 1% |
| Alpha | 0.07% | -0.29% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Name | Amit Nigam | Dhaval Joshi |
| Total AUM | ₹14602 Cr | ₹361932 Cr |
| Fund Manage | 13 | 55 |
| INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 6.08 | 4.78 |
| Large Cap | 63.46 | 54.41 |
| Mid Cap | 17.62 | 17.96 |
| Small Cap | 12.84 | 22.87 |
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.83 | 2.16 |
| Technology | 16.21 | 9.59 |
| Consumer Staples | 5.75 | 5.34 |
| Financial | 27.82 | 24.04 |
| Capital Goods | 10.58 | 2.67 |
| Automobile | 8.98 | 9.34 |
| Energy | 5.99 | 2.15 |
| Healthcare | 8.45 | 8.8 |
| Services | 7.46 | 7.94 |
| Consumer Discretionary | 2.75 | 3.11 |
| Communication | 3.18 | 7.22 |
| Materials | - | 4.89 |
| Metals & Mining | - | 3.85 |
| Chemicals | - | 2.77 |
| Construction | - | 3.99 |
| Insurance | - | 1.3 |
| Textiles | - | 0.86 |
Top Comparisons
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns5.82%
UTI Corporate Bond Fund - Regular Plan - Growth Option
3Y Returns5.93%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns11.52%
Mirae Asset Equity Savings Fund- Regular Plan- Growth
3Y Returns9.75%
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
3Y Returns9.62%
HSBC Business Cycles Fund - Regular Growth
3Y Returns24.51%
ICICI Prudential Focused Equity Fund - Growth
3Y Returns20.69%
DSP Focus Fund - Regular Plan - Growth
3Y Returns16.04%