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Mirae Asset Banking and Financial Services Fund Regular Growth vs Invesco India Financial Services Fund compare

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tortoise-icon Invesco India Financial Services Fund - Retail Growth

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tortoise-icon Mirae Asset Banking and Financial Services 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 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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