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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 Very High Average
Asset Size (Cr) ₹134 Cr ₹139 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 -0.15% 4.26%
6 Month 20.04% 25.19%
1 Year 20.68% 26.95%
3 Year 26.39% 22.08%
5 Year 20.16% 15.21%

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 3.46% 8.96%
1 Year 23.03% 28.2%
3 Year 21.54% 20.08%
5 Year 18.49% 15.36%

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 10.62% 10.89%
3 Year 9.09% 7.89%
5 Year 9.46% 6.59%

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 12.57% 12.96%
Sharp 1.55% 1.23%
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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