Compare Sundaram Financial Services Opportunities Fund vs Invesco India Financial Services Fund
Fund Details
Risk | Very High | Very High |
Rating | 5.0 | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.11 | 2.21 |
NAV | ₹93.65 | ₹123.30 |
Fund Started | 17 Apr 2008 | 19 May 2008 |
Fund Size | ₹1452.94 Cr | ₹1071.62 Cr |
Exit Load | Exit load of 0.5% if redeemed within 30 days | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. |
Returns
1 Year | 16.52% | 24.57% |
3 Year | 14.45% | 14.84% |
5 Year | 15.18% | 15.11% |
Holding Analysis
Equity | 95.10% | 97.58% |
Cash | 4.57% | 2.42% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Rohit Seksaria | Hiten Jain |
Start Date | 01 Jan 2022 | 01 Dec 2023 |
About Fund
Description | The scheme seeks long-term capital appreciation by investing predominantly in equity and equity related securities of Indian companies engaged in the banking and financial services. | The scheme seeks to generate capital appreciation from a portfolio of Equity and Equity Related Instruments of companies engaged in the business of banking and financial services. |
Launch Date | 17 Apr 2008 | 19 May 2008 |
