INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs Tata Ethical Fund compare
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH
Tata Ethical Fund-Regular Plan - Growth Option
Chart 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 | -5.05% | -4.7% |
| 6 Month | -2.54% | -9.54% |
| 1 Year | 14.59% | 6.66% |
| 3 Year | 9.63% | 9.87% |
| 5 Year | - | 17.61% |
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 12.98% | 1.98% |
| 3 Year | 19.23% | 15.15% |
| 5 Year | - | 17.72% |
| 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% | 0.29% |
| Beta | 0.87% | 0.87% |
| Alpha | 0.07% | -0.89% |
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| Scheme 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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