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) | ₹553 Cr | ₹2817 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 18 Mar 2021 | 24 May 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 | 2.41 | 1.95 |
Manager | Amit Nigam | Abhinav Sharma |
ISIN Code | INF205KA1304 | INF277K01956 |
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 0.50% if redeemed within 90 days./365 |
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
1 Month | -4.69% | -7.29% |
6 Month | 9.45% | 3.38% |
1 Year | 27.02% | 21.61% |
3 Year | 9.36% | 11.46% |
5 Year | - | 19.21% |
Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 23.58% | 16.4% |
3 Year | 20.14% | 18.69% |
5 Year | - | 20.28% |
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% | 0.59% |
Beta | 0.87% | 0.88% |
Alpha | 0.07% | 0.46% |
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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 | 7.3 |
Large Cap | 63.46 | 44.12 |
Mid Cap | 17.62 | 34.61 |
Small Cap | 12.84 | 13.97 |
Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Tata Ethical Fund-Regular Plan - Growth Option |
---|---|---|
Others | 2.83 | 6.24 |
Technology | 16.21 | 22.83 |
Consumer Staples | 5.75 | 10.41 |
Financial | 27.82 | - |
Capital Goods | 10.58 | 14.79 |
Automobile | 8.98 | 3.17 |
Energy | 5.99 | 4.5 |
Healthcare | 8.45 | 10.15 |
Services | 7.46 | 1.22 |
Consumer Discretionary | 2.75 | 2.33 |
Communication | 3.18 | 1.22 |
Materials | - | 9.23 |
Chemicals | - | 6.1 |
Metals & Mining | - | 3.57 |
Diversified | - | 2.05 |
Textiles | - | 2.19 |
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