- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Invesco India Financial Services Fund vs Aditya Birla Sun Life Banking and 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) | ₹1422 Cr | ₹3451 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 | 4.39% | 4.05% |
| 6 Month | 9.43% | 7.15% |
| 1 Year | 11.72% | 12.16% |
| 3 Year | 20.58% | 16.05% |
| 5 Year | 20.7% | 20.1% |
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 | 4.85% | 4.77% |
| 1 Year | 21.81% | 20.24% |
| 3 Year | 20.38% | 15.51% |
| 5 Year | 18.79% | 15.07% |
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 | 16.75% | 15.63% |
| 3 Year | 15.94% | 14.93% |
| 5 Year | 15.43% | 12.98% |
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 | 12.65% | 13.01% |
| Sharp | 1.03% | 0.72% |
| Beta | 0.86% | 0.97% |
| Alpha | 6.16% | 1.64% |
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 | 3.89 | 15.61 |
| Small Cap | 23.93 | 17.09 |
| Large Cap | 54.26 | 58.39 |
| Mid Cap | 17.92 | 8.91 |
Sector Allocation
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.45 | 2.33 |
| Financial Services | 95.54 | 96.53 |
| Healthcare | 1.08 | - |
| Technology | 1.93 | 1.14 |
Top Comparisons
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns15.55%
Quant Aggressive Hybrid Fund-Growth
3Y Returns11.51%
Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth
3Y Returns5.78%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns7.35%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns13.58%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns15.55%
ICICI Prudential Large Cap Fund - Growth
3Y Returns17.67%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.88%
