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Invesco India Financial Services Fund vs Quant BFSI Fund Regular compare

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tortoise-icon Invesco India Financial Services Fund - Retail Growth

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tortoise-icon Quant BFSI Fund Regular - Growth

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Chart Comparison

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

Overview

Scheme Name Invesco India Financial Services Fund - Retail Growth Quant BFSI Fund Regular - Growth
Fund Invesco India Financial Services Fund - Retail Growth Quant BFSI Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1072 Cr ₹630 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Jul 2008 19 Jun 2023
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark Nifty Financial Services TRI NIFTY Financial Services TRI
Turn Over 29% %
Expense Ratio 2.21 2.33
Manager Dhimant Kothari Sanjeev Sharma
ISIN Code INF205K01155 INF966L01CA6
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 Quant BFSI Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Financial Services Fund - Retail Growth Quant BFSI Fund Regular - Growth
1 Month -2.98% -4.09%
6 Month -2.82% -14.35%
1 Year 8.45% -7.54%
3 Year 14.86% -
5 Year 12.83% -

SIP Return Analysis

Scheme Name Invesco India Financial Services Fund - Retail Growth Quant BFSI Fund Regular - Growth
6 Month - -
1 Year 3.63% -12.53%
3 Year 19.17% -
5 Year 18.54% -

Rolling Lumpsum Returns

Scheme Name Invesco India Financial Services Fund - Retail Growth Quant BFSI Fund Regular - Growth
1 Year 17.58% 40.14%
3 Year 15.7% -
5 Year 15.26% -

Risk Management

Scheme Name Invesco India Financial Services Fund - Retail Growth Quant BFSI Fund Regular - Growth
Standard Deviation 14.87% -
Sharp 0.79% -
Beta 0.87% -
Alpha 5.67% -

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Fund Managers

Scheme Name Invesco India Financial Services Fund - Retail Growth Quant BFSI Fund Regular - Growth
Name Dhimant Kothari Sanjeev Sharma
Total AUM ₹8118 Cr ₹39731 Cr
Fund Manage 7 22
Invesco India Financial Services Fund - Retail Growth Quant BFSI Fund Regular - Growth

Market Cap

Scheme Name

Invesco India Financial Services Fund - Retail Growth

Quant BFSI Fund Regular - Growth

Others 1.48 14.74
Small Cap 24.07 44.63
Mid Cap 17.72 9.25
Large Cap 56.73 31.36

Sector Allocation

Scheme Name

Invesco India Financial Services Fund - Retail Growth

Quant BFSI Fund Regular - Growth

Others 1.48 14.74
Capital Markets 19.53 -
Finance 12.58 50.76
Banks 55.99 9.13
Insurance 7.2 17.53
Financial Technology (Fintech) 3.22 -
Petroleum Products - 4.36
Telecom - Services - 3.46

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