INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs Quant ESG Equity Fund Regular compare
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
Quant ESG Equity Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Fund | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant ESG Equity Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹484 Cr | ₹288 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 18 Mar 2021 | 05 Nov 2020 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 ESG TRI | NIFTY 100 ESG TRI |
Turn Over | 37% | % |
Expense Ratio | 2.43 | 2.42 |
Manager | Amit Nigam | Sanjeev Sharma |
ISIN Code | INF205KA1304 | INF966L01AB8 |
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 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant ESG Equity Fund Regular - Growth |
---|---|---|
1 Month | 3.8% | 5.52% |
6 Month | -5.16% | -7.72% |
1 Year | 7.57% | -0.44% |
3 Year | 11.3% | 14.75% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant ESG Equity Fund Regular - Growth |
---|---|---|
6 Month | -0.61% | 0.32% |
1 Year | -5.13% | -12.46% |
3 Year | 13.82% | 14.01% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant ESG Equity Fund Regular - Growth |
---|---|---|
1 Year | 14.12% | 24.8% |
3 Year | 13.4% | 29.82% |
5 Year | - | - |
Risk Management
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.477% | 18.756% |
Sharp | 0.302% | 0.643% |
Beta | 0.9% | 1.112% |
Alpha | -0.514% | 6.426% |
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Fund Managers
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant ESG Equity Fund Regular - Growth |
---|---|---|
Name | Amit Nigam | Sanjeev Sharma |
Total AUM | ₹14602 Cr | ₹39731 Cr |
Funds Managed | 13 | 22 |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Quant ESG Equity Fund Regular - Growth |
Market Cap
Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Quant ESG Equity Fund Regular - Growth |
---|---|---|
Others | 2.77 | 13.27 |
Large Cap | 65.31 | 45.01 |
Small Cap | 13.55 | 20.43 |
Mid Cap | 18.36 | 21.29 |
Sector Allocation
Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Quant ESG Equity Fund Regular - Growth |
---|---|---|
Others | 2.77 | 13.27 |
Technology | 20.36 | 3.22 |
Consumer Defensive | 1.83 | 8.79 |
Financial Services | 29.52 | 32.57 |
Industrials | 12.54 | - |
Consumer Cyclical | 12.44 | 6.97 |
Healthcare | 11.64 | 19.88 |
Basic Materials | 2.79 | - |
Communication Services | 3.13 | - |
Utilities | 2.97 | 5.74 |
Energy | - | 9.56 |
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