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Invesco India Financial Services Fund vs Nippon India Banking and Financial Services Fund compare
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
Invesco India Financial Services Fund - Retail Growth
Chart Comparison
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 | Average | Very High |
| Asset Size (Cr) | ₹6990 Cr | ₹1422 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 | 2.43% | 2.68% |
| 6 Month | 11.64% | 14.82% |
| 1 Year | 8.74% | 8.44% |
| 3 Year | 18.68% | 21.83% |
| 5 Year | 25.08% | 21.36% |
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 | 1.27% | 2.19% |
| 1 Year | 15.92% | 17.3% |
| 3 Year | 16.34% | 19.47% |
| 5 Year | 17.49% | 18.17% |
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 | 20.57% | 16.75% |
| 3 Year | 18.67% | 15.94% |
| 5 Year | 17.38% | 15.43% |
Risk Management
| Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Standard Deviation | 12.00% | 12.65% |
| Sharp | 0.90% | 1.03% |
| Beta | 0.83% | 0.81% |
| Alpha | 6.35% | 8.63% |
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 | 4.87 | 3.57 |
| Mid Cap | 18.34 | 18.28 |
| Large Cap | 64.84 | 57.59 |
| Small Cap | 11.94 | 20.56 |
Sector Allocation
| Scheme Name |
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 1.8 | 1.22 |
| Financial Services | 95.46 | 95.76 |
| Technology | 2.75 | 1.94 |
| Healthcare | - | 1.07 |
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