INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs Quant ESG Equity Fund Regular compare

Link copied to clipboard!

tortoise-icon INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

Invest Now

tortoise-icon Quant ESG Equity 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 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) ₹553 Cr ₹278 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 2.41 2.39
Manager Amit Nigam Sanjeev Sharma
ISIN Code INF205KA1304 INF966L01AB8
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 of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH Quant ESG Equity Fund Regular - Growth
1 Month -1.22% -4.01%
6 Month 10.48% 1.76%
1 Year 29.69% 30.38%
3 Year 10.66% 21.17%
5 Year - -

SIP Return Analysis

Scheme Name INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH Quant ESG Equity Fund Regular - Growth
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH Quant ESG Equity Fund Regular - Growth
1 Year 12.81% 25.14%
3 Year 14.5% 30.59%
5 Year - -

Risk Management

Scheme Name INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH Quant ESG Equity Fund Regular - Growth
Standard Deviation 13.03% 17.3%
Sharp 0.67% 1.25%
Beta 0.87% 0.94%
Alpha 0.07% 12.45%

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 Quant ESG Equity Fund Regular - Growth
Name Amit Nigam Sanjeev Sharma
Total AUM ₹14602 Cr ₹39731 Cr
Fund Manage 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 6.08 9.98
Large Cap 63.46 55.99
Mid Cap 17.62 5.88
Small Cap 12.84 28.14

Sector Allocation

Scheme Name

INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

Quant ESG Equity Fund Regular - Growth

Others 2.83 9.98
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 - 9.32
Insurance - 16.89
Pharmaceuticals & Biotechnology - 11.59
Agricultural Food & other Products - 5
Food Products - 21.03
Finance - 11.77
Telecom - Services - 4.71
IT - Software - 0.88
Retailing - 7.83
Commercial Services & Supplies - 0.99

Top Comparisons

Tata Gilt Securities Fund -Regular Plan- Growth Option Tata Gilt Securities Fund -Regular Plan- Growth Option

3Y Returns5.59%

VS

DSP Gilt Fund - Regular Plan - Growth DSP Gilt Fund - Regular Plan - Growth

3Y Returns6.26%

Compare Now

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

3Y Returns15.04%

VS

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

3Y Returns11.13%

Compare Now

Edelweiss Equity Savings Fund - Regular Plan - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option

3Y Returns8.82%

VS

HSBC Equity Savings Fund - Regular Growth HSBC Equity Savings Fund - Regular Growth

3Y Returns12.61%

Compare Now

ICICI Prudential Large & Mid Cap Fund - Growth ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns19.65%

VS

LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund Regular-Growth

3Y Returns15.92%

Compare Now
Request call back
Add to Cart Successfully