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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) | ₹1422 Cr | ₹1975 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 | 2.68% | 2.22% |
| 6 Month | 14.82% | 12.47% |
| 1 Year | 8.44% | 9.98% |
| 3 Year | 21.83% | 18.39% |
| 5 Year | 21.36% | - |
SIP Return Analysis
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 6 Month | 2.19% | 1.98% |
| 1 Year | 17.3% | 18.32% |
| 3 Year | 19.47% | 16.34% |
| 5 Year | 18.17% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| 1 Year | 16.75% | 14.6% |
| 3 Year | 15.94% | 15.59% |
| 5 Year | 15.43% | - |
Risk Management
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Standard Deviation | 12.65% | 13.04% |
| Sharp | 1.03% | 0.82% |
| Beta | 0.81% | 0.92% |
| Alpha | 8.63% | 5.74% |
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 | 3.57 | 7.67 |
| Small Cap | 20.56 | 14.19 |
| Large Cap | 57.59 | 68.48 |
| Mid Cap | 18.28 | 9.66 |
Sector Allocation
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Mirae Asset Banking and Financial Services Fund Regular Growth |
|---|---|---|
| Others | 1.22 | 0.87 |
| Financial Services | 95.76 | 98.57 |
| Healthcare | 1.07 | - |
| Technology | 1.94 | 0.55 |
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