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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) | ₹1372 Cr | ₹1548 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 | 3.44% | 1.6% |
| 6 Month | 8.7% | 10.12% |
| 1 Year | 15.56% | 7.12% |
| 3 Year | 27.98% | 25.94% |
| 5 Year | 23.6% | 23.86% |
SIP Return Analysis
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 14.52% | 11.62% |
| 1 Year | 26.86% | 21.64% |
| 3 Year | 25.39% | 21.16% |
| 5 Year | 21.83% | 20.48% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.1% | 15.39% |
| 3 Year | 15.79% | 13.68% |
| 5 Year | 15.31% | 13.35% |
Risk Management
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.79% | 14.66% |
| Sharp | 1.08% | 1.05% |
| Beta | 0.88% | 0.91% |
| Alpha | 7.99% | 7.03% |
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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 | 6.4 | 10.82 |
| Small Cap | 16.68 | 22.13 |
| Mid Cap | 17.73 | 4.78 |
| Large Cap | 59.18 | 62.27 |
Sector Allocation
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.78 | 6.33 |
| Financial Services | 94.22 | 93.67 |
| Healthcare | 1.07 | - |
| Technology | 0.93 | - |
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