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

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tortoise-icon Invesco India Financial Services Fund - Retail Growth

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tortoise-icon Sundaram Financial Services Opportunities Fund Regular Plan - Growth

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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) ₹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 5.03% 6.87%
6 Month 1.13% 3.74%
1 Year 12.16% 9.54%
3 Year 20.64% 21.33%
5 Year 22.65% 23.86%

SIP Return Analysis

Scheme Name Invesco India Financial Services Fund - Retail Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month 6.02% 9.62%
1 Year 10.49% 12.91%
3 Year 21.76% 20.49%
5 Year 20.01% 20.43%

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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