Aditya Birla Sun Life Banking and Financial Services Fund vs Invesco India Financial Services Fund compare
Invesco India Financial Services Fund - Retail Growth
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Invesco India Financial Services Fund - Retail Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
---|---|---|
Fund | Invesco India Financial Services Fund - Retail Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1372 Cr | ₹3515 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 14 Jul 2008 | 14 Dec 2013 |
Category | Banking & Financial | Banking & Financial |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty Financial Services TRI | Nifty Financial Services TRI |
Turn Over | 29% | 20% |
Expense Ratio | 2.19 | 1.99 |
Manager | Dhimant Kothari | Dhaval Gala |
ISIN Code | INF205K01155 | INF209K011W7 |
Exits Load | Invesco India Financial Services Fund - Retail - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Financial Services Fund - Retail Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.44% | 2.84% |
6 Month | 8.7% | 10.48% |
1 Year | 15.56% | 9.99% |
3 Year | 27.98% | 23.08% |
5 Year | 23.6% | 22.97% |
SIP Return Analysis
Scheme Name | Invesco India Financial Services Fund - Retail Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
---|---|---|
6 Month | 14.52% | 12.34% |
1 Year | 26.86% | 23.78% |
3 Year | 25.39% | 19.48% |
5 Year | 21.83% | 18.25% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Financial Services Fund - Retail Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
---|---|---|
1 Year | 17.1% | 16.09% |
3 Year | 15.79% | 14.78% |
5 Year | 15.31% | 12.71% |
Risk Management
Scheme Name | Invesco India Financial Services Fund - Retail Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.79% | 15.22% |
Sharp | 1.08% | 0.82% |
Beta | 0.88% | 0.94% |
Alpha | 7.99% | 3.91% |
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Fund Managers
Scheme Name | Invesco India Financial Services Fund - Retail Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
---|---|---|
Name | Dhimant Kothari | Dhaval Gala |
Total AUM | ₹8118 Cr | ₹23597 Cr |
Funds Managed | 7 | 7 |
Invesco India Financial Services Fund - Retail Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
---|---|---|
Others | 4.15 | 6.76 |
Small Cap | 16.91 | 16.03 |
Mid Cap | 20.27 | 12.68 |
Large Cap | 58.67 | 64.53 |
Sector Allocation
Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
---|---|---|
Others | 4.15 | 4 |
Financial Services | 92.23 | 94.79 |
Healthcare | 1.51 | - |
Technology | 2.11 | 1.22 |
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