Invesco India Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare
Invesco India Financial Services Fund - Retail Growth
Invest NowSundaram Financial Services Opportunities Fund Regular Plan - Growth
Invest NowChart Comparison
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) | ₹898 Cr | ₹1386 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 | 2.27 | 2.11 |
Manager | Dhimant Kothari | Rohit Seksaria |
ISIN Code | INF205K01155 | INF903J01629 |
Exits Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
Scheme Name | Invesco India Financial Services Fund - Retail Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Month | 0.47% | -1.31% |
6 Month | 14.26% | 8.06% |
1 Year | 31.04% | 21.78% |
3 Year | 16.21% | 15.86% |
5 Year | 15.7% | 15.82% |
Scheme Name | Invesco India Financial Services Fund - Retail Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 24.17% | 12.05% |
3 Year | 25.29% | 21.82% |
5 Year | 21.9% | 21.07% |
Scheme Name | Invesco India Financial Services Fund - Retail Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
1 Year | 17.47% | 16.22% |
3 Year | 15.66% | 13.25% |
5 Year | 15.31% | 13.15% |
Scheme Name | Invesco India Financial Services Fund - Retail Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.87% | 14.56% |
Sharp | 0.79% | 0.9% |
Beta | 0.87% | 0.9% |
Alpha | 5.67% | 6.92% |
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Get Free Experts GuidanceScheme 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 |
Fund Manage | 7 | 15 |
Invesco India Financial Services Fund - Retail Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 5.53 | 5.48 |
Large Cap | 64.8 | 71.45 |
Small Cap | 20.54 | 19.74 |
Mid Cap | 9.13 | 3.32 |
Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
---|---|---|
Others | 3.74 | 3.12 |
Financial | 78.73 | 92.18 |
Services | 11.42 | - |
Insurance | 6.11 | 2.71 |
Unclassified | - | 1.98 |
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