Invesco India Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
Invesco India Financial Services Fund - Retail Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Invesco India Financial Services Fund - Retail Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Fund | Invesco India Financial Services Fund - Retail Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1126 Cr | ₹1386 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 14 Jul 2008 | 10 Jun 2008 |
Category | Banking & Financial | Banking & Financial |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty Financial Services TRI | Nifty Financial Services TRI |
Turn Over | 29% | 58% |
Expense Ratio | 2.19 | 2.14 |
Manager | Dhimant Kothari | Rohit Seksaria |
ISIN Code | INF205K01155 | INF903J01629 |
Exits Load | Invesco India Financial Services Fund - Retail - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Financial Services Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Financial Services Fund - Retail Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Month | 3.42% | 1.97% |
6 Month | 7.14% | 10.11% |
1 Year | 16.85% | 13.32% |
3 Year | 25.33% | 25.59% |
5 Year | 27.58% | 28.74% |
SIP Return Analysis
Scheme Name | Invesco India Financial Services Fund - Retail Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
6 Month | 8.21% | 9.95% |
1 Year | 15.25% | 16.03% |
3 Year | 22.53% | 20.48% |
5 Year | 20.17% | 20.11% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Financial Services Fund - Retail Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Year | 17.58% | 15.9% |
3 Year | 15.7% | 13.42% |
5 Year | 15.26% | 13.25% |
Risk Management
Scheme Name | Invesco India Financial Services Fund - Retail Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.56% | 14.334% |
Sharp | 0.673% | 0.693% |
Beta | 0.893% | 0.933% |
Alpha | 6.317% | 6.306% |
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Fund Managers
Scheme Name | Invesco India Financial Services Fund - Retail Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Name | Dhimant Kothari | Rohit Seksaria |
Total AUM | ₹8118 Cr | ₹0 Cr |
Funds Managed | 7 | 15 |
Invesco India Financial Services Fund - Retail Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 4.15 | 9.68 |
Small Cap | 16.91 | 25.26 |
Mid Cap | 20.27 | 5.9 |
Large Cap | 58.67 | 59.16 |
Sector Allocation
Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 4.15 | 5.61 |
Financial Services | 92.23 | 94.39 |
Healthcare | 1.51 | - |
Technology | 2.11 | - |
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