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Head-to-head
Sundaram Fixed Term Plan GJ Direct Plan GrowthvsReligare Invesco Monthly Income Plan - Direct Plan - Growth Option
Side-by-side comparison of Sundaram Fixed Term Plan GJ Direct Plan Growth and Religare Invesco Monthly Income Plan - Direct Plan - Growth Option — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
other
Sundaram Fixed Term Plan GJ Direct Plan Growth
3Y ago—
5Y ago—
other
Religare Invesco Monthly Income Plan - Direct Plan - Growth Option
3Y ago₹1.25 Cr
5Y ago—
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Sundaram Fixed Term Plan GJ Dir… | Religare Invesco Monthly Income… |
|---|---|---|
| Fund house | Sundaram Mutual Fund | Invesco Mutual Fund |
| Category | Income | Income |
| Latest NAV | ₹12.9788 | ₹1,498.8008 |
| Assets managed (AUM) | — | — |
| 1Y return | 7.32% | 0.80% |
| 3Y CAGR | — | 400.56% |
| 5Y CAGR | — | — |
| Since inception CAGR | 9.20% | 382.79% |
| Bumpiness · 3Y (annualised σ) | 0.76 | 272.80 |
| Worst drop ever | -0.31% | -3.72% |
| Sharpe · 3Y (rf=6%) | 4.26 | 0.60 |
Explore each fund individually
Sundaram Fixed Term Plan GJ Direct Plan Growth →Religare Invesco Monthly Income Plan - Direct Plan - Growth Option →
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