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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) | ₹1589 Cr | ₹2222 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| 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 | -0.72% | -1.01% |
| 6 Month | 3.38% | 4.22% |
| 1 Year | 13.81% | 17.49% |
| 3 Year | 20.47% | 17.24% |
| 5 Year | 17.91% | 16.73% |
SIP Return Analysis
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 6 Month | 4.79% | 5.07% |
| 1 Year | 21.19% | 21.89% |
| 3 Year | 19.98% | 17.64% |
| 5 Year | 18.81% | 16.67% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 1 Year | 16.63% | 14.39% |
| 3 Year | 16.13% | 15.89% |
| 5 Year | 15.52% | 16.8% |
Risk Management
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.87% | 12.88% |
| Sharp | 1.08% | 0.79% |
| Beta | 0.87% | 0.98% |
| Alpha | 6.22% | 2.92% |
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 | 6.84 | 13.26 |
| Small Cap | 26.19 | 11.17 |
| Large Cap | 48.43 | 65.27 |
| Mid Cap | 18.54 | 10.29 |
Sector Allocation
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Others | 1.1 | 2.67 |
| Financial Services | 96.24 | 95.33 |
| Healthcare | 0.88 | - |
| Technology | 1.78 | 2 |
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