Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
Chart Comparison
Overview
| Scheme Name | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| Fund | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹166 Cr | ₹149 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 May 2014 | 22 Aug 2007 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | MSCI World Net Dividend | BSE India Bond Index |
| Turn Over | 29% | 25% |
| Expense Ratio | 1.4 | 2.31 |
| Manager | Amit Nigam | Rohit Seksaria |
| ISIN Code | INF205K01B15 | INF903J01EX1 |
| Exits Load | Invesco India - Invesco Global Equity Income 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 Global Equity Income Fund of Fund - Regular Plan - Growth | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| 1 Month | 3.43% | 2.36% |
| 6 Month | 6.64% | 16.64% |
| 1 Year | 23.76% | 22.96% |
| 3 Year | 21.47% | 22.3% |
| 5 Year | 16.19% | 12.78% |
SIP Return Analysis
| Scheme Name | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| 6 Month | 2.54% | 6.76% |
| 1 Year | 20.58% | 30.31% |
| 3 Year | 20.76% | 20.71% |
| 5 Year | 18.46% | 16.42% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| 1 Year | 11.06% | 11.06% |
| 3 Year | 9.27% | 7.96% |
| 5 Year | 9.6% | 6.74% |
Risk Management
| Scheme Name | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| Standard Deviation | 15.84% | 15.74% |
| Sharp | 0.46% | 0.15% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth | 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 Global Equity Income Fund of Fund - Regular Plan - Growth | Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
Market Cap
| Scheme Name |
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
Sundaram Global Brand Theme - Equity Active FOF Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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