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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) | ₹1422 Cr | ₹1514 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 | 3.26% | 4.22% |
| 6 Month | 9.66% | 4.06% |
| 1 Year | 9.46% | 6.44% |
| 3 Year | 21.57% | 19.09% |
| 5 Year | 21.57% | 21.74% |
SIP Return Analysis
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.45% | 1.08% |
| 1 Year | 19.32% | 12.29% |
| 3 Year | 20.52% | 14.74% |
| 5 Year | 18.89% | 16.21% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.75% | 14.82% |
| 3 Year | 15.94% | 14.08% |
| 5 Year | 15.43% | 13.47% |
Risk Management
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.65% | 13.09% |
| Sharp | 1.03% | 0.86% |
| Beta | 0.81% | 0.90% |
| Alpha | 8.63% | 6.42% |
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 | 3.89 | 10.56 |
| Small Cap | 23.93 | 21.16 |
| Large Cap | 54.26 | 64.9 |
| Mid Cap | 17.92 | 3.38 |
Sector Allocation
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.45 | 5.4 |
| Financial Services | 95.54 | 94.6 |
| Healthcare | 1.08 | - |
| Technology | 1.93 | - |
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