INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs Sundaram Services Fund Regular Plan compare
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Fund | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Sundaram Services Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹553 Cr | ₹3632 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 18 Mar 2021 | 21 Sep 2018 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | NIFTY Service Sector TRI |
| Turn Over | 37% | 29% |
| Expense Ratio | 2.41 | 1.89 |
| Manager | Amit Nigam | Rohit Seksaria |
| ISIN Code | INF205KA1304 | INF903JA1EX7 |
| Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.41% | 2.72% |
| 6 Month | 22.24% | 16.68% |
| 1 Year | 38.57% | 33.57% |
| 3 Year | 14.75% | 18.93% |
| 5 Year | - | 24.52% |
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14% | 10.89% |
| 3 Year | 27.5% | 31.75% |
| 5 Year | 30.76% | 74.85% |
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.1% | 24.09% |
| 3 Year | 34.28% | 59.58% |
| 5 Year | 35.24% | 82.86% |
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.03% | 12.7% |
| Sharp | 0.67% | 0.94% |
| Beta | 0.87% | 0.83% |
| Alpha | 0.07% | 5.93% |
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| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Name | Amit Nigam | Rohit Seksaria |
| Total AUM | ₹14602 Cr | ₹0 Cr |
| Fund Manage | 13 | 15 |
| INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Sundaram Services Fund Regular Plan - Growth |
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.08 | 7 |
| Large Cap | 63.46 | 51.63 |
| Mid Cap | 17.62 | 11.6 |
| Small Cap | 12.84 | 29.79 |
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.83 | 1.68 |
| Technology | 16.21 | 8.99 |
| Consumer Staples | 5.75 | - |
| Financial | 27.82 | 38.91 |
| Capital Goods | 10.58 | - |
| Automobile | 8.98 | - |
| Energy | 5.99 | 6.24 |
| Healthcare | 8.45 | 6 |
| Services | 7.46 | 15.44 |
| Consumer Discretionary | 2.75 | 4.58 |
| Communication | 3.18 | 9.31 |
| Insurance | - | 3.89 |
| Construction | - | 1.48 |
| Textiles | - | 1.25 |
| Unclassified | - | 2.25 |
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