Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Nippon India Banking and Financial Services Fund vs Invesco India Financial Services Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option

Invest Now

tortoise-icon Invesco India Financial Services Fund - Retail Growth

Invest Now

Chart Comparison

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

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) ₹7160 Cr ₹1372 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 2.72% 3.44%
6 Month 12.07% 8.7%
1 Year 14.07% 15.56%
3 Year 25.48% 27.98%
5 Year 27.24% 23.6%

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 12.69% 14.52%
1 Year 26.89% 26.86%
3 Year 22.36% 25.39%
5 Year 22.19% 21.83%

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 21.09% 17.1%
3 Year 18.61% 15.79%
5 Year 17.26% 15.31%

Risk Management

Scheme Name Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option Invesco India Financial Services Fund - Retail Growth
Standard Deviation 13.85% 14.79%
Sharp 1.06% 1.08%
Beta 0.86% 0.88%
Alpha 6.81% 7.99%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 1.61 6.4
Small Cap 13.27 16.68
Mid Cap 17.16 17.73
Large Cap 67.96 59.18

Sector Allocation

Scheme Name

Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option

Invesco India Financial Services Fund - Retail Growth

Others 1.61 3.78
Financial Services 95.9 94.22
Technology 2.48 0.93
Healthcare - 1.07

Top Comparisons

Nippon India Aggressive Hybrid Fund - Regular - Growth Nippon India Aggressive Hybrid Fund - Regular - Growth

3Y Returns19.29%

VS

DSP Aggressive Hybrid Fund- Regular Plan - Growth DSP Aggressive Hybrid Fund- Regular Plan - Growth

3Y Returns20.12%

Compare Now

WhiteOak Capital Pharma and Healthcare Fund-Reg (G) WhiteOak Capital Pharma and Healthcare Fund-Reg (G)

3Y Returns0%

VS

Bandhan Multi Asset Allocation Fund - Reg (G) Bandhan Multi Asset Allocation Fund - Reg (G)

3Y Returns0%

Compare Now

Kotak Large Cap Fund - Growth Kotak Large Cap Fund - Growth

3Y Returns19.68%

VS

Sundaram Large Cap Fund Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth

3Y Returns17.09%

Compare Now

SBI Magnum Gilt Fund - Regular Plan - Growth SBI Magnum Gilt Fund - Regular Plan - Growth

3Y Returns8.19%

VS

Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option

3Y Returns8.59%

Compare Now
Add to Cart Successfully