Invesco India ESG Integration Stategy Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.40
• Std Deviation 14.23%
• Tracking Error 0.00%

To generate capital appreciation from a diversified portfolio of Equity and Equity Related Instruments of companies which are selected based on Environmental, Social and Governance (ESG) criteria as defined by our proprietary investment framework. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

The Invesco India ESG Integration Stategy Fund Regular Growth has an AUM of 452.67 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.43%. The minimum investment in Invesco India ESG Integration Stategy Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Hdfc Bank, Icici Bank, Infosys & Tata Consultancy Services.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services & Food Processing.

Some of the similar funds are Quant ESG Equity Fund Regular Growth, Kotak ESG Exclusionary Strategy Fund Regular Growth, Aditya Birla Sun Life ESG Integration Strategy Fund Regular Growth, Invesco India ESG Integration Stategy Fund Regular Growth, Mirae Asset Nifty 100 ESG Sector Leaders Fund of Fund Regular Growth. Invesco India ESG Integration Stategy Fund Regular Growth has a sharpe ratio of 0.40 & a standard deviation of 14.23%.