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Mirae Asset Banking and Financial Services Fund Regular Growth vs Invesco India Financial Services Fund 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) | ₹1456 Cr | ₹1998 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 | 2.77% | 3.3% |
| 6 Month | 15.04% | 18.96% |
| 1 Year | 12.93% | 10.37% |
| 3 Year | 26.34% | 22.27% |
| 5 Year | 24.1% | - |
SIP Return Analysis
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 6 Month | 10.88% | 10.77% |
| 1 Year | 21.48% | 24.4% |
| 3 Year | 22.73% | 19.34% |
| 5 Year | 20.35% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 1 Year | 17.1% | 16.34% |
| 3 Year | 15.79% | 14.93% |
| 5 Year | 15.31% | - |
Risk Management
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Standard Deviation | 13.95% | 14.53% |
| Sharp | 1.43% | 1.12% |
| Beta | 0.85% | 0.94% |
| Alpha | 10.11% | 5.38% |
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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 | 6.4 | 2.71 |
| Small Cap | 16.68 | 16.49 |
| Mid Cap | 17.73 | 9.92 |
| Large Cap | 59.18 | 70.88 |
Sector Allocation
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Others | 3.78 | 0.8 |
| Financial Services | 94.22 | 98.62 |
| Healthcare | 1.07 | - |
| Technology | 0.93 | 0.58 |
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