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Invesco India vs Sundaram Global Brand Fund Regular Plan compare

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tortoise-icon Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

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tortoise-icon Sundaram Global Brand Theme - Equity Active FOF Regular Growth

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Chart Comparison

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

Overview

Scheme Name Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Fund Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Investment Plan Growth Growth
Level of Risk Average Average
Asset Size (Cr) ₹166 Cr ₹149 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 May 2014 22 Aug 2007
Category International International
Fund Type Open Ended Open Ended
Benchmark MSCI World Net Dividend BSE India Bond Index
Turn Over 29% 25%
Expense Ratio 1.4 2.31
Manager Amit Nigam Rohit Seksaria
ISIN Code INF205K01B15 INF903J01EX1
Exits Load Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Sundaram Global Brand Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Sundaram Global Brand Theme - Equity Active FOF Regular Growth
1 Month 3.63% 2.92%
6 Month 7.41% 17.66%
1 Year 23.55% 22.42%
3 Year 22.01% 22.44%
5 Year 16.25% 12.93%

SIP Return Analysis

Scheme Name Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Sundaram Global Brand Theme - Equity Active FOF Regular Growth
6 Month 2.54% 6.76%
1 Year 20.58% 30.31%
3 Year 20.76% 20.71%
5 Year 18.46% 16.42%

Rolling Lumpsum Returns

Scheme Name Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Sundaram Global Brand Theme - Equity Active FOF Regular Growth
1 Year 11.06% 11.06%
3 Year 9.27% 7.96%
5 Year 9.6% 6.74%

Risk Management

Scheme Name Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Standard Deviation 15.84% 15.74%
Sharp 0.46% 0.15%
Beta - -
Alpha - -

Fund Managers

Scheme Name Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Name Amit Nigam Rohit Seksaria
Total AUM ₹14602 Cr ₹0 Cr
Funds Managed 13 15
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Sundaram Global Brand Theme - Equity Active FOF Regular Growth

Market Cap

Scheme Name

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

Sundaram Global Brand Theme - Equity Active FOF Regular Growth

Others 100 100

Sector Allocation

Scheme Name

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

Sundaram Global Brand Theme - Equity Active FOF Regular Growth

Others 100 100

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