What is the risk comparison between Invesco India Financial Services Fund - Retail Growth and Mirae Asset Banking and Financial Services Fund Regular Growth?

Invesco India Financial Services Fund - Retail Growth is equally volatile than Mirae Asset Banking and Financial Services Fund Regular Growth. Choose a fund based on your risk tolerance and goals.

Which fund has a lower expense ratio, Invesco India Financial Services Fund - Retail Growth or Mirae Asset Banking and Financial Services Fund Regular Growth?

Invesco India Financial Services Fund - Retail Growth has an expense ratio of 2.19% and Mirae Asset Banking and Financial Services Fund Regular Growth has 2%. Mirae Asset Banking and Financial Services Fund Regular Growth has a lower ratio, which means it can give better net returns.

Invesco India Financial Services Fund vs Mirae Asset Banking and Financial Services Fund Regular Growth compare

Compare Up to 4 FundsFree Analysis

Invesco India Financial Services Fund - Retail Growth

Banking & Financialvery high Risk

Mirae Asset Banking and Financial Services Fund Regular Growth

Banking & Financialvery high Risk

Our Verdict

We reviewed risk-adjusted returns, volatility and consistency to select the top mutual fund winner for your goals.

Returns (5Y)

15.52 %

Expense Ratio

2.19 %

The trade-off:

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Returns (5Y)

14.08 %

Expense Ratio

2 %

The trade-off:

Verdict Lock

Fund Performance Track

Analyze fund performance trends and market comparisons over time.

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Complete Fund Review

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METRICS

Invesco India Financial Services Fund - Retail Growth

Mirae Asset Banking and Financial Services Fund Regular Growth

Basic Overview

Current NAV

₹ 148.60

₹ 22.54

Benchmark

Nifty Financial Services TRI

Fund Size (AUM)

₹1628 Cr

₹2234 Cr

Expense Ratio

2.19%

2.00%

Launch Date

14 Jul 2008

11 Dec 2020

SIP Returns

1 Year Return

14.60%

18.01%

3 Year Return

18.51%

17.66%

5 Year Return

18.34%

16.90%

Since Inception

15.59%

15.69%

Trailing Returns

1 Month Return

4.59%

4.94%

3 Month Return

8.39%

11.00%

1 Year Return

28.39%

30.69%

3 Year Return

23.81%

20.79%

5 Year Return

15.52%

14.08%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

8.27

4.01

Beta

0.83

0.96

Sharpe Ratio

1.38

1.08

Standard Deviation

14.87

14.7

Investment & Taxes

Min SIP Amount

₹ 100

₹ 99

Min Lumpsum

₹ 1,000

₹ 5,000

Exit 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

Data not available./365

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Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

Invesco India Financial Services Fund - Retail Growth3 /100

Outstanding protection during market downturns.

Mirae Asset Banking and Financial Services Fund Regular Growth3 /100

More vulnerable during market declines.

Invesco India Financial Services Fund - Retail Growth3 /100

Outstanding protection during market downturns.

Mirae Asset Banking and Financial Services Fund Regular Growth3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

Invesco India Financial Services Fund - Retail Growth0.0%

Mirae Asset Banking and Financial Services Fund Regular Growth0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

Invesco India Financial Services Fund - Retail Growthslow

Mirae Asset Banking and Financial Services Fund Regular Growthslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

Unlock Risk Analysis

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Annual Performance History

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Little Investments, Big Wins

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MONTHLY INVESTMENT

₹

₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

( Fund Age - 1Y 1M )

₹00%

Premium Fund Performance Hidden

( Fund Age - 1Y 1M )

₹00%

Unlock to view SIP projections

( Fund Age - 1Y 1M )

₹00%

Unlock to view SIP projections

( Fund Age - 1Y 1M )

₹00%

Note: SIP value calculations are based on historical NAV data of funds.

See Your Future Wealth

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

Invesco India Financial Services Fund - Retail Growth had a 5-year average annual growth rate of 15.52%, while Mirae Asset Banking and Financial Services Fund Regular Growth's was 14.08%. Invesco India Financial Services Fund - Retail Growth is better for long-term growth.