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Nippon India Nifty Bank Index Fund vs Invesco India Financial Services Fund compare

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tortoise-icon Nippon India Nifty Bank Index Fund - Reg (G)

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tortoise-icon Invesco India Financial Services Fund - Retail Growth

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Chart Comparison

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

Overview

Scheme Name Nippon India Nifty Bank Index Fund - Reg (G) Invesco India Financial Services Fund - Retail Growth
Fund Nippon India Nifty Bank Index Fund - Reg (G) Invesco India Financial Services Fund - Retail Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹131 Cr ₹1126 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 22 Feb 2024 14 Jul 2008
Category Index Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Bank TRI Nifty Financial Services TRI
Turn Over % 29%
Expense Ratio 0.79 2.19
Manager Himanshu Mange Dhimant Kothari
ISIN Code INF204KC1BV8 INF205K01155
Exits Load Data not available./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 Nifty Bank Index Fund - Reg (G) Invesco India Financial Services Fund - Retail Growth
1 Month -1.17% 0.16%
6 Month 7.08% 5.42%
1 Year 14.44% 16.71%
3 Year - 24.04%
5 Year - 27.45%

SIP Return Analysis

Scheme Name Nippon India Nifty Bank Index Fund - Reg (G) Invesco India Financial Services Fund - Retail Growth
6 Month 9.41% 8.21%
1 Year 17.43% 15.25%
3 Year - 22.53%
5 Year - 20.17%

Rolling Lumpsum Returns

Scheme Name Nippon India Nifty Bank Index Fund - Reg (G) Invesco India Financial Services Fund - Retail Growth
1 Year - 17.58%
3 Year - 15.7%
5 Year - 15.26%

Risk Management

Scheme Name Nippon India Nifty Bank Index Fund - Reg (G) Invesco India Financial Services Fund - Retail Growth
Standard Deviation - 14.56%
Sharp - 0.673%
Beta - 0.893%
Alpha - 6.317%

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Fund Managers

Scheme Name Nippon India Nifty Bank Index Fund - Reg (G) Invesco India Financial Services Fund - Retail Growth
Name Himanshu Mange Dhimant Kothari
Total AUM ₹0 Cr ₹8118 Cr
Funds Managed 10 7
Nippon India Nifty Bank Index Fund - Reg (G) Invesco India Financial Services Fund - Retail Growth

Market Cap

Scheme Name

Nippon India Nifty Bank Index Fund - Reg (G)

Invesco India Financial Services Fund - Retail Growth

Others 0.3 4.15
Large Cap 84.02 58.67
Mid Cap 15.68 20.27
Small Cap - 16.91

Sector Allocation

Scheme Name

Nippon India Nifty Bank Index Fund - Reg (G)

Invesco India Financial Services Fund - Retail Growth

Others 0.3 4.15
Financial Services 99.7 92.23
Healthcare - 1.51
Technology - 2.11

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