Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Chart Comparison
Overview
| Scheme Name | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| Fund | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹98 Cr | ₹139 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Jan 2014 | 22 Aug 2007 |
| Category | Domestic Equity FoF | Domestic Equity FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | MSCI Europe | BSE India Bond Index |
| Turn Over | 55% | 25% |
| Expense Ratio | 0.95 | 2.31 |
| Manager | Amit Nigam | Rohit Seksaria |
| ISIN Code | INF205K01ZZ9 | INF903J01EX1 |
| Exits Load | Invesco India - Invesco Pan European Equity 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 Pan European Equity Fund of Fund - Regular Plan - Growth Option | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| 1 Month | -0.08% | 3.07% |
| 6 Month | 17.89% | 24.58% |
| 1 Year | 25.89% | 26.36% |
| 3 Year | 19.71% | 21.8% |
| 5 Year | 17.79% | 15.28% |
SIP Return Analysis
| Scheme Name | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| 6 Month | 6.82% | 7.38% |
| 1 Year | 35.84% | 25.82% |
| 3 Year | 17.53% | 19.13% |
| 5 Year | 14.91% | 14.96% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| 1 Year | 5.86% | 10.89% |
| 3 Year | 5.55% | 7.89% |
| 5 Year | 5.87% | 6.59% |
Risk Management
| Scheme Name | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| Standard Deviation | 13.50% | 12.53% |
| Sharp | 0.92% | 1.15% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option | 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 Pan European Equity Fund of Fund - Regular Plan - Growth Option | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
Market Cap
| Scheme Name |
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option |
Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option |
Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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