Sundaram Financial Services Opportunities Fund Regular Plan vs Invesco India Financial Services Fund compare

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tortoise-icon Invesco India Financial Services Fund - Retail Growth

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tortoise-icon Sundaram Financial Services Opportunities Fund Regular Plan - Growth

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Chart Comparison

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

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) ₹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

Trailing Lumpsum Returns

Scheme Name Invesco India Financial Services Fund - Retail Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month 2.8% 0.99%
6 Month 16.29% 14.76%
1 Year 41.02% 30.95%
3 Year 18.11% 19.35%
5 Year 18.03% 18.89%

SIP Return Analysis

Scheme Name Invesco India Financial Services Fund - Retail Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month - -
1 Year 13.79% 12.5%
3 Year 36.88% 40.26%
5 Year 63.49% 71.75%

Rolling Lumpsum Returns

Scheme Name Invesco India Financial Services Fund - Retail Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year 17.6% 16.39%
3 Year 15.66% 13.33%
5 Year 15.3% 13.15%

Risk Management

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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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
Fund Manage 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 5.53 5.48
Large Cap 64.8 71.45
Small Cap 20.54 19.74
Mid Cap 9.13 3.32

Sector Allocation

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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