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 Very High
Asset Size (Cr) ₹553 Cr ₹925 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 2.41 2.35
Manager Amit Nigam Venugopal Manghat
ISIN Code INF205KA1304 INF917K01RF8
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 for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH HSBC Business Cycles Fund - Regular Growth
1 Month -4.69% -8.09%
6 Month 9.45% 7.1%
1 Year 27.02% 39.87%
3 Year 9.36% 20.71%
5 Year - 21.99%

SIP Return Analysis

Scheme Name INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH HSBC Business Cycles Fund - Regular Growth
6 Month - -
1 Year 23.58% 33.01%
3 Year 20.14% 31.32%
5 Year - 28.22%

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%

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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 2.77
Large Cap 63.46 43.45
Mid Cap 17.62 10.07
Small Cap 12.84 43.71

Sector Allocation

Scheme Name

INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

HSBC Business Cycles Fund - Regular Growth

Others 2.83 1.39
Technology 16.21 -
Consumer Staples 5.75 2.06
Financial 27.82 17.4
Capital Goods 10.58 15.45
Automobile 8.98 2.06
Energy 5.99 4.53
Healthcare 8.45 -
Services 7.46 18.75
Consumer Discretionary 2.75 4.3
Communication 3.18 -
Construction - 17.05
Metals & Mining - 5.53
Chemicals - 2.15
Materials - 7.58
Textiles - 1.75

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