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Invesco India Financial Services Fund vs Mirae Asset Banking and Financial Services Fund Regular Growth compare
Invesco India Financial Services Fund - Retail Growth
Mirae Asset Banking and Financial Services Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Fund | Invesco India Financial Services Fund - Retail Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1422 Cr | ₹2014 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Jul 2008 | 11 Dec 2020 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 29% | 30% |
| Expense Ratio | 2.19 | 2.06 |
| Manager | Dhimant Kothari | Gaurav Kochar |
| ISIN Code | INF205K01155 | INF769K01GU5 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 1 Month | 3.17% | 3.44% |
| 6 Month | 10.02% | 8.95% |
| 1 Year | 16.52% | 19.4% |
| 3 Year | 20.64% | 17.04% |
| 5 Year | 19.09% | - |
SIP Return Analysis
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 6 Month | 3.59% | 4.71% |
| 1 Year | 20.3% | 23.24% |
| 3 Year | 19.95% | 17.64% |
| 5 Year | 18.47% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 1 Year | 16.72% | 14.6% |
| 3 Year | 16.05% | 15.59% |
| 5 Year | 15.49% | - |
Risk Management
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Standard Deviation | 12.65% | 12.92% |
| Sharp | 1.03% | 0.80% |
| Beta | 0.86% | 0.97% |
| Alpha | 6.16% | 2.62% |
Fund Managers
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Name | Dhimant Kothari | Gaurav Kochar |
| Total AUM | ₹8118 Cr | ₹1507 Cr |
| Funds Managed | 7 | 1 |
| Invesco India Financial Services Fund - Retail Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
Market Cap
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Others | 3.89 | 8.16 |
| Small Cap | 23.93 | 13.63 |
| Large Cap | 54.26 | 67.72 |
| Mid Cap | 17.92 | 10.49 |
Sector Allocation
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Others | 1.45 | 0.93 |
| Financial Services | 95.54 | 98.51 |
| Healthcare | 1.08 | - |
| Technology | 1.93 | 0.56 |
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