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Aditya Birla Sun Life Banking and Financial Services Fund vs Invesco India Financial Services Fund compare

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tortoise-icon Invesco India Financial Services Fund - Retail Growth

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tortoise-icon Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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