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) | ₹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 | 2.41% | 4.88% |
| 6 Month | 22.24% | 25.78% |
| 1 Year | 38.57% | 34.27% |
| 3 Year | 14.75% | 15.9% |
| 5 Year | - | 23.58% |
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14% | 14.81% |
| 3 Year | 27.5% | 31.9% |
| 5 Year | 30.76% | 69.56% |
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.1% | 22.58% |
| 3 Year | 34.28% | 52.72% |
| 5 Year | 35.24% | 75.06% |
| 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% | 0.78% |
| Beta | 0.87% | 0.87% |
| Alpha | 0.07% | 1.32% |
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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 | 7.3 |
| 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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