INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs HSBC Business Cycles Fund compare

Link copied to clipboard!

tortoise-icon INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

Invest Now

tortoise-icon HSBC Business Cycles Fund - Regular Growth

Invest Now

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 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) ₹519 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 2.42 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 -4.79% -8.86%
6 Month -1.44% -3.84%
1 Year 14.55% 21.33%
3 Year 8.99% 18.89%
5 Year - 19.59%

SIP Return Analysis

Scheme Name INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH HSBC Business Cycles Fund - Regular Growth
6 Month - -
1 Year 8.24% 7.65%
3 Year 16.95% 25.3%
5 Year - 24.99%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH HSBC Business Cycles Fund - Regular Growth
1 Year 12.81% 11.86%
3 Year 14.5% 11.87%
5 Year - 9.57%

Risk Management

Scheme Name INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH HSBC Business Cycles Fund - Regular Growth
Standard Deviation 13.03% 13.82%
Sharp 0.67% 1.28%
Beta 0.87% 0.96%
Alpha 0.07% 5.23%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 6.08 3.42
Large Cap 63.46 39.79
Mid Cap 17.62 10.51
Small Cap 12.84 46.28

Sector Allocation

Scheme Name

INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

HSBC Business Cycles Fund - Regular Growth

Others 2.83 3.42
Technology 16.21 -
Consumer Staples 5.75 -
Financial 27.82 -
Capital Goods 10.58 -
Automobile 8.98 -
Energy 5.99 -
Healthcare 8.45 -
Services 7.46 -
Consumer Discretionary 2.75 -
Communication 3.18 -
Petroleum Products - 3.69
Construction - 13.49
Finance - 5.68
Banks - 11.28
Non - Ferrous Metals - 0.93
Electrical Equipment - 5.31
Paper, Forest & Jute Products - 2.36
Chemicals & Petrochemicals - 2.79
Industrial Products - 6.76
Auto Components - 2.09
Capital Markets - 7.84
Gas - 2.58
Consumer Durables - 5.35
Ferrous Metals - 0.81
Leisure Services - 0.98
Aerospace & Defense - 3.03
Industrial Manufacturing - 2.2
Cement & Cement Products - 3.1
Financial Technology (Fintech) - 2.78
Automobiles - 1.2
Fertilizers & Agrochemicals - 1.67
Realty - 1.65
Textiles & Apparels - 2.28
Retailing - 6.73

Top Comparisons

LIC MF Arbitrage Fund Regular - Growth LIC MF Arbitrage Fund Regular - Growth

3Y Returns6%

VS

Axis Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth

3Y Returns6.23%

Compare Now

Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option

3Y Returns12.55%

VS

Motilal Oswal Asset Allocation FOF- C- Regular Growth Motilal Oswal Asset Allocation FOF- C- Regular Growth

3Y Returns10.03%

Compare Now

SBI International Access - US Equity FoF - Regular Plan - Growth SBI International Access - US Equity FoF - Regular Plan - Growth

3Y Returns15.36%

VS

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

3Y Returns18.21%

Compare Now

Invesco India Medium Duration Fund - Regular - Growth Invesco India Medium Duration Fund - Regular - Growth

3Y Returns5.38%

VS

Axis Strategic Bond Fund - Regular Plan - Growth Option Axis Strategic Bond Fund - Regular Plan - Growth Option

3Y Returns6.64%

Compare Now
Request call back
Add to Cart Successfully