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Invesco India Financial Services Fund vs Aditya Birla Sun Life Banking and 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) ₹1126 Cr ₹3101 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 5.03% 5.23%
6 Month 1.13% 3.82%
1 Year 12.16% 10.17%
3 Year 20.64% 17.12%
5 Year 22.65% 23.12%

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 6.02% 8.91%
1 Year 10.49% 13.67%
3 Year 21.76% 17.69%
5 Year 20.01% 17.82%

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 17.58% 16.58%
3 Year 15.7% 14.76%
5 Year 15.26% 12.61%

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 14.56% 14.932%
Sharp 0.673% 0.453%
Beta 0.893% 0.96%
Alpha 6.317% 3.029%

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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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