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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) | ₹1433 Cr | ₹2042 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 | -0.12% | -0.59% |
| 6 Month | 17.11% | 17.33% |
| 1 Year | 12.52% | 12.74% |
| 3 Year | 21.16% | 17.1% |
| 5 Year | 22.54% | - |
SIP Return Analysis
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 6 Month | 5.13% | 3.7% |
| 1 Year | 14.14% | 14.86% |
| 3 Year | 20.2% | 16.27% |
| 5 Year | 18.79% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 1 Year | 16.91% | 15.46% |
| 3 Year | 15.91% | 15.42% |
| 5 Year | 15.38% | - |
Risk Management
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Standard Deviation | 12.61% | 13.22% |
| Sharp | 1.15% | 0.85% |
| Beta | 0.81% | 0.92% |
| Alpha | 9.24% | 5.29% |
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 | 3.41 | 8.47 |
| Small Cap | 20.73 | 14.9 |
| Large Cap | 57.59 | 67.64 |
| Mid Cap | 18.27 | 8.99 |
Sector Allocation
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Others | 0.93 | 1.98 |
| Financial Services | 96.06 | 97.45 |
| Healthcare | 1.1 | - |
| Technology | 1.9 | 0.57 |
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