INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs Tata Ethical Fund compare
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
Invest NowTata Ethical Fund-Regular Plan - Growth Option
Invest NowChart Comparison
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Fund | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Tata Ethical Fund-Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹519 Cr | ₹3202 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 18 Mar 2021 | 21 Aug 1996 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 ESG TRI | Nifty 500 Shariah TRI |
Turn Over | 37% | 11.72% |
Expense Ratio | 2.42 | 1.92 |
Manager | Amit Nigam | Abhinav Sharma |
ISIN Code | INF205KA1304 | INF277K01956 |
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 | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
1 Month | -0.6% | -2.61% |
6 Month | 5.57% | -2.3% |
1 Year | 23.73% | 15.06% |
3 Year | 10.6% | 10.34% |
5 Year | - | 19.73% |
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 19.95% | 6.19% |
3 Year | 20.39% | 16.11% |
5 Year | - | 18.33% |
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
1 Year | 12.81% | 13.9% |
3 Year | 14.5% | 14.05% |
5 Year | - | 14.3% |
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.03% | 12.5% |
Sharp | 0.67% | 0.54% |
Beta | 0.87% | 0.88% |
Alpha | 0.07% | 0.3% |
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Get Free Experts GuidanceScheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Name | Amit Nigam | Abhinav Sharma |
Total AUM | ₹14602 Cr | ₹5613 Cr |
Fund Manage | 13 | 3 |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Tata Ethical Fund-Regular Plan - Growth Option |
Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Others | 6.08 | 7.33 |
Large Cap | 63.46 | 41.54 |
Mid Cap | 17.62 | 36.13 |
Small Cap | 12.84 | 15 |
Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Others | 2.83 | 7.33 |
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 | - |
Electrical Equipment | - | 4.28 |
Industrial Products | - | 6.01 |
Consumer Durables | - | 5.43 |
Fertilizers & Agrochemicals | - | 2.92 |
Petroleum Products | - | 2.13 |
Diversified FMCG | - | 4.49 |
Pharmaceuticals & Biotechnology | - | 12.47 |
IT - Software | - | 16.98 |
Healthcare Services | - | 2.99 |
Cement & Cement Products | - | 4.73 |
Chemicals & Petrochemicals | - | 4.69 |
Auto Components | - | 6.17 |
Personal Products | - | 4.12 |
Gas | - | 4.7 |
IT - Services | - | 1.29 |
Non - Ferrous Metals | - | 1.1 |
Agricultural Food & other Products | - | 2.27 |
Retailing | - | 1.7 |
Food Products | - | 0.81 |
Oil | - | 1.45 |
Diversified | - | 0.73 |
Textiles & Apparels | - | 1.21 |
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