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
| 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 | 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% |
| 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% |
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 19.2% | 21.17% |
| 3 Year | 50.25% | 57.22% |
| 5 Year | 72.39% | 81.29% |
| 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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| 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 |
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Large Cap | 64.8 | 71.45 |
| Others | 5.53 | 5.48 |
| 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 |
|---|---|---|
| Financial | 78.73 | 92.18 |
| Others | 3.74 | 3.12 |
| Services | 11.42 | - |
| Insurance | 6.11 | 2.71 |
| Unclassified | - | 1.98 |
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