INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs Sundaram Services Fund Regular Plan compare

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tortoise-icon INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

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tortoise-icon Sundaram Services Fund Regular Plan - 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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH Sundaram Services Fund Regular Plan - Growth
1 Year 12.43% 20.12%
3 Year 14.63% 23.24%
5 Year - 21.71%

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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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