Invesco India Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare

Link copied to clipboard!

Invesco India Financial Services Fund - Retail Growth

Invest Now

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1456 Cr	₹1605 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

Scheme Name	Invesco India Financial Services Fund - Retail Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month	-2.4%	-3.36%
6 Month	16%	12.03%
1 Year	11.17%	5.44%
3 Year	22.47%	20.23%
5 Year	23.07%	23.48%

Scheme Name	Invesco India Financial Services Fund - Retail Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month	8.26%	4.56%
1 Year	18.97%	12.83%
3 Year	22.63%	17.7%
5 Year	20.35%	18.47%

Scheme Name	Invesco India Financial Services Fund - Retail Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year	17.1%	15.39%
3 Year	15.79%	13.68%
5 Year	15.31%	13.35%

Scheme Name	Invesco India Financial Services Fund - Retail Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation	13.95%	13.94%
Sharp	1.43%	1.31%
Beta	0.85%	0.90%
Alpha	10.11%	7.91%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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