INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH vs Tata Ethical Fund compare

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tortoise-icon INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

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tortoise-icon Tata Ethical Fund-Regular Plan - Growth Option

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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 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

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH Tata Ethical Fund-Regular Plan - Growth Option
1 Month 2.41% -6.92%
6 Month 22.24% 9.94%
1 Year 38.57% 31.25%
3 Year 14.75% 14.11%
5 Year - 19.61%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH Tata Ethical Fund-Regular Plan - Growth Option
1 Year 12.43% 13.86%
3 Year 14.63% 14.11%
5 Year - 14.3%

Risk Management

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% 0.71%
Beta 0.87% 0.87%
Alpha 0.07% 0.6%

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Fund Managers

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

Market Cap

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

Sector Allocation

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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