INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs HSBC Business Cycles Fund compare
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Fund | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹484 Cr | ₹995 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 18 Mar 2021 | 20 Aug 2014 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 ESG TRI | NIFTY 500 TRI |
Turn Over | 37% | 28% |
Expense Ratio | 2.43 | 2.28 |
Manager | Amit Nigam | Venugopal Manghat |
ISIN Code | INF205KA1304 | INF917K01RF8 |
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 | HSBC Business Cycles Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Month | 4.44% | 12.26% |
6 Month | -13.07% | -12.66% |
1 Year | 6.15% | 10.62% |
3 Year | 8.14% | 19.4% |
5 Year | - | 30.09% |
SIP Return Analysis
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | -8.02% | -6.93% |
1 Year | -11.44% | -10.64% |
3 Year | 11.78% | 19.99% |
5 Year | - | 21.66% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 14.12% | 12.53% |
3 Year | 13.4% | 12.41% |
5 Year | - | 10.07% |
Risk Management
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.477% | 16.92% |
Sharp | 0.302% | 0.627% |
Beta | 0.9% | - |
Alpha | -0.514% | - |
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Fund Managers
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Name | Amit Nigam | Venugopal Manghat |
Total AUM | ₹14602 Cr | ₹41442 Cr |
Funds Managed | 13 | 7 |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | HSBC Business Cycles Fund - Regular Growth |
Market Cap
Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 2.77 | 3.21 |
Large Cap | 65.31 | 41.17 |
Small Cap | 13.55 | 44.38 |
Mid Cap | 18.36 | 11.24 |
Sector Allocation
Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 2.77 | 4.33 |
Technology | 20.36 | 1.43 |
Consumer Defensive | 1.83 | - |
Financial Services | 29.52 | 29.12 |
Industrials | 12.54 | 28.03 |
Consumer Cyclical | 12.44 | 16.85 |
Healthcare | 11.64 | - |
Basic Materials | 2.79 | 12.59 |
Communication Services | 3.13 | - |
Utilities | 2.97 | - |
Energy | - | 6.42 |
Real Estate | - | 1.22 |
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