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

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tortoise-icon INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

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tortoise-icon HSBC Business Cycles Fund - Regular 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 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 Risk 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 -4.74% -6.78%
6 Month -9.86% -13.76%
1 Year 7.96% 7.33%
3 Year 9.2% 17.96%
5 Year - 17.35%

SIP Return Analysis

Scheme Name INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH HSBC Business Cycles Fund - Regular Growth
6 Month - -
1 Year -6.43% -13.01%
3 Year 12.16% 17.5%
5 Year - 20.7%

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% 15.538%
Sharp 0.302% 0.837%
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
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 3.65
Large Cap 63.46 38.95
Mid Cap 17.62 11.82
Small Cap 12.84 45.58

Sector Allocation

Scheme Name

INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

HSBC Business Cycles Fund - Regular Growth

Others 2.83 3.65
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 - 3.41
Construction - 13.2
Finance - 5.34
Capital Markets - 9.22
Banks - 10.83
Non - Ferrous Metals - 0.84
Electrical Equipment - 5.26
Paper, Forest & Jute Products - 2.12
Aerospace & Defense - 4.02
Chemicals & Petrochemicals - 2.67
Industrial Products - 6.38
Auto Components - 1.89
Gas - 2.29
Consumer Durables - 5.85
Ferrous Metals - 0.82
Leisure Services - 1.06
Industrial Manufacturing - 1.92
Cement & Cement Products - 2.84
Financial Technology (Fintech) - 3.04
Textiles & Apparels - 2.92
Automobiles - 1.14
Fertilizers & Agrochemicals - 1.51
Realty - 1.2
Retailing - 6.58

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