INVESCO INDIA BANKING AND PSU FUND vs Sundaram Banking and PSU Debt Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon INVESCO INDIA BANKING AND PSU FUND - Growth Option

Invest Now

tortoise-icon Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name INVESCO INDIA BANKING AND PSU FUND - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Fund INVESCO INDIA BANKING AND PSU FUND - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Low to Moderate
Asset Size (Cr) ₹101 Cr ₹328 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹250
Min Addl Investment ₹1000 ₹1000
Launch Date 24 Dec 2012 30 Dec 2004
Category Banking and PSU Banking and PSU
Fund Type Open Ended Open Ended
Benchmark NIFTY Banking and PSU Debt Index Nifty Banking and PSU Debt Index A-II
Turn Over 24% 18%
Expense Ratio 0.63 0.41
Manager Krishna Venkat Cheemalapati Dwijendra Srivastava
ISIN Code INF205K01JV2 INF903J01IN3
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA BANKING AND PSU FUND - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Month 0.42% 0.31%
6 Month 4.45% 4.29%
1 Year 8.64% 8.06%
3 Year 4.98% 5.71%
5 Year 5.61% 5.6%

SIP Return Analysis

Scheme Name INVESCO INDIA BANKING AND PSU FUND - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
6 Month - -
1 Year 8.45% 8.35%
3 Year 6.82% 7.03%
5 Year 5.71% 5.93%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA BANKING AND PSU FUND - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
1 Year 6.86% 7.91%
3 Year 6.93% 7.64%
5 Year 6.9% 7.8%

Risk Management

Scheme Name INVESCO INDIA BANKING AND PSU FUND - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Standard Deviation 1.92% 1.18%
Sharp -0.56% -0.49%
Beta 3.09% 2.28%
Alpha 5.11% 3.99%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name INVESCO INDIA BANKING AND PSU FUND - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth
Name Krishna Venkat Cheemalapati Dwijendra Srivastava
Total AUM ₹24743 Cr ₹14140 Cr
Fund Manage 19 14
INVESCO INDIA BANKING AND PSU FUND - Growth Option Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Market Cap

Scheme Name

INVESCO INDIA BANKING AND PSU FUND - Growth Option

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

INVESCO INDIA BANKING AND PSU FUND - Growth Option

Sundaram Banking and PSU Debt Fund Regular Plan - Growth

Others 100 3.07
Sovereign - 21.53
Financial - 63.26
Energy - 12.14

Top Comparisons

SBI Consumption Opportunities Fund - Regular - Growth SBI Consumption Opportunities Fund - Regular - Growth

3Y Returns19.85%

VS

Mirae Asset Great Consumer Fund - Regular Plan - Growth option Mirae Asset Great Consumer Fund - Regular Plan - Growth option

3Y Returns16.99%

Compare Now

LIC MF Multi Cap Fund Regular - Growth LIC MF Multi Cap Fund Regular - Growth

3Y Returns0%

VS

Mirae Asset Multicap Fund - Regular (G) Mirae Asset Multicap Fund - Regular (G)

3Y Returns0%

Compare Now

Franklin India Opportunities Fund - Growth Franklin India Opportunities Fund - Growth

3Y Returns22.98%

VS

INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

3Y Returns9.58%

Compare Now

Aditya Birla Sun Life Silver ETF FOF-Regular Growth Aditya Birla Sun Life Silver ETF FOF-Regular Growth

3Y Returns0%

VS

Axis Silver Fund of Fund -Regular Plan- Growth Option Axis Silver Fund of Fund -Regular Plan- Growth Option

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully