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 | -2.55% | -4.48% |
| 6 Month | 10.28% | 3.16% |
| 1 Year | 27.78% | 16.85% |
| 3 Year | 16.02% | 15.24% |
| 5 Year | 15.18% | 14.96% |
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 5.41% |
| 3 Year | - | 19.75% |
| 5 Year | - | 20.13% |
| 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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| 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 |
|---|---|---|
| Others | 5.53 | 5.02 |
| Large Cap | 64.8 | 58.86 |
| Small Cap | 20.54 | 29.57 |
| Mid Cap | 9.13 | 6.67 |
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Sundaram Financial Services Opportunities Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.74 | 5.02 |
| Financial | 78.73 | - |
| Services | 11.42 | - |
| Insurance | 6.11 | 2.28 |
| Finance | - | 23.92 |
| Banks | - | 60.7 |
| Capital Markets | - | 7.17 |
| Financial Technology (Fintech) | - | 1.03 |
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