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) | ₹553 Cr | ₹755 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| 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 | 2.41 | 2.4 |
| Manager | Amit Nigam | Dhaval Joshi |
| ISIN Code | INF205KA1304 | INF209KB1T46 |
| Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 | Exit load of 1%, if redeemed within 30 days./365 |
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 2.41% | 1.75% |
| 6 Month | 22.24% | 20.45% |
| 1 Year | 38.57% | 44.02% |
| 3 Year | 14.75% | 18.29% |
| 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 | 14% | 17.49% |
| 3 Year | 27.5% | 37.16% |
| 5 Year | 30.76% | 47.11% |
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.1% | 17.85% |
| 3 Year | 34.28% | 46.18% |
| 5 Year | 35.24% | 50.78% |
| 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% |
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| 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 |
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