INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs Aditya Birla Sun Life Special Opportunities Fund compare

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tortoise-icon INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

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tortoise-icon Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

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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 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 ₹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 2.41 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

Trailing Lumpsum Returns

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 - -

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Year 12.43% 17.22%
3 Year 14.63% 17.99%
5 Year - -

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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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