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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
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) | ₹484 Cr | ₹3253 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 | 2.43 | 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 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -5.07% | -4.42% |
| 6 Month | -14.38% | -18.65% |
| 1 Year | 4.66% | -1.71% |
| 3 Year | 8.57% | 8.75% |
| 5 Year | - | 17.98% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -11.01% | -12.03% |
| 1 Year | -16.58% | -22.53% |
| 3 Year | 9.45% | 6.08% |
| 5 Year | - | 11.53% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.12% | 13.97% |
| 3 Year | 13.4% | 13.84% |
| 5 Year | - | 14.38% |
Risk Management
| Scheme Name | INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH | Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.477% | 12.5% |
| Sharp | 0.302% | 0.18% |
| Beta | 0.9% | 0.87% |
| Alpha | -0.514% | -0.47% |
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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 | 2.76907 | 6.72385 |
| Large Cap | 65.31482 | 42.48236 |
| Small Cap | 13.55123 | 15.55393 |
| Mid Cap | 18.36488 | 35.23986 |
Sector Allocation
| Scheme Name |
INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH |
Tata Ethical Fund-Regular Plan - Growth Option |
|---|---|---|
| Others | 2.76907 | 6.72385 |
| Technology | 20.36263 | 17.43025 |
| Consumer Defensive | 1.833 | 11.79407 |
| Financial Services | 29.51782 | - |
| Industrials | 12.54225 | 15.25581 |
| Consumer Cyclical | 12.44029 | 11.3899 |
| Healthcare | 11.6422 | 15.04526 |
| Basic Materials | 2.78826 | 12.47406 |
| Communication Services | 3.13341 | - |
| Utilities | 2.97107 | 3.9095 |
| Energy | - | 5.9773 |
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