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Invesco India Financial Services Fund vs Nippon India Banking and Financial Services Fund compare

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tortoise-icon Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

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tortoise-icon Invesco India Financial Services Fund - Retail Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Invesco India Financial Services Fund - Retail Growth
Fund Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Invesco India Financial Services Fund - Retail Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6226 Cr ₹1126 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 26 May 2003 14 Jul 2008
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI Nifty Financial Services TRI
Turn Over 38% 29%
Expense Ratio 1.88 2.19
Manager Vinay Sharma Dhimant Kothari
ISIN Code INF204K01927 INF205K01155
Exits Load Nippon India Banking & Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Invesco India Financial Services Fund - Retail Growth
1 Month 5.93% 5.03%
6 Month 5.51% 1.13%
1 Year 14.57% 12.16%
3 Year 19.68% 20.64%
5 Year 27.49% 22.65%

SIP Return Analysis

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Invesco India Financial Services Fund - Retail Growth
6 Month 9.24% 6.02%
1 Year 16.64% 10.49%
3 Year 20.52% 21.76%
5 Year 21.91% 20.01%

Rolling Lumpsum Returns

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Invesco India Financial Services Fund - Retail Growth
1 Year 21.65% 17.58%
3 Year 18.64% 15.7%
5 Year 17.19% 15.26%

Risk Management

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Invesco India Financial Services Fund - Retail Growth
Standard Deviation 13.71% 14.56%
Sharp 0.705% 0.673%
Beta 0.887% 0.893%
Alpha 6.22% 6.317%

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Fund Managers

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Invesco India Financial Services Fund - Retail Growth
Name Vinay Sharma Dhimant Kothari
Total AUM ₹14183 Cr ₹8118 Cr
Funds Managed 3 7
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Invesco India Financial Services Fund - Retail Growth

Market Cap

Scheme Name

Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

Invesco India Financial Services Fund - Retail Growth

Others 1.15 4.15
Small Cap 13.55 16.91
Mid Cap 16.41 20.27
Large Cap 68.88 58.67

Sector Allocation

Scheme Name

Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

Invesco India Financial Services Fund - Retail Growth

Others 1.15 4.15
Financial Services 96.09 92.23
Technology 2.76 2.11
Healthcare - 1.51

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