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Sundaram Financial Services Opportunities Fund Regular Plan vs Invesco India Financial Services Fund compare
Invesco India Financial Services Fund - Retail Growth
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Chart Comparison
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) | ₹1516 Cr | ₹1601 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 | 2.61% | 1.86% |
| 6 Month | 6.8% | 5.23% |
| 1 Year | 9.54% | 9.85% |
| 3 Year | 19.9% | 17.42% |
| 5 Year | 18.33% | 18.12% |
SIP Return Analysis
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.89% | 5.98% |
| 1 Year | 24.89% | 20.37% |
| 3 Year | 20.77% | 16.24% |
| 5 Year | 19.05% | 17.02% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.64% | 14.58% |
| 3 Year | 16.09% | 14.38% |
| 5 Year | 15.51% | 13.56% |
Risk Management
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.87% | 14.56% |
| Sharp | 1.08% | 0.9% |
| Beta | 0.87% | 0.97% |
| Alpha | 6.22% | 3.4% |
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 | 4.59 | 9.71 |
| Small Cap | 27.54 | 22.32 |
| Large Cap | 49.74 | 64.18 |
| Mid Cap | 18.14 | 3.79 |
Sector Allocation
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 0.81 | 4.34 |
| Financial Services | 96.18 | 95.66 |
| Healthcare | 1.11 | - |
| Technology | 1.9 | - |
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