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Quant BFSI Fund Regular vs Invesco India Financial Services Fund compare
Invesco India Financial Services Fund - Retail Growth
Quant BFSI Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Fund | Invesco India Financial Services Fund - Retail Growth | Quant BFSI Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1372 Cr | ₹601 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Jul 2008 | 19 Jun 2023 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | NIFTY Financial Services TRI |
| Turn Over | 29% | % |
| Expense Ratio | 2.19 | 2.34 |
| Manager | Dhimant Kothari | Sanjeev Sharma |
| ISIN Code | INF205K01155 | INF966L01CA6 |
| 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 | Quant BFSI Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Month | 3.85% | 4.52% |
| 6 Month | 9.55% | 8.35% |
| 1 Year | 14.25% | 0.38% |
| 3 Year | 27.45% | - |
| 5 Year | 23.59% | - |
SIP Return Analysis
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 6 Month | 13.1% | 15.29% |
| 1 Year | 24.93% | 21.08% |
| 3 Year | 23.88% | - |
| 5 Year | 21.07% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| 1 Year | 17.1% | 22.2% |
| 3 Year | 15.79% | - |
| 5 Year | 15.31% | - |
Risk Management
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.79% | - |
| Sharp | 1.08% | - |
| Beta | 0.88% | - |
| Alpha | 7.99% | - |
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Fund Managers
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Quant BFSI Fund Regular - Growth |
|---|---|---|
| Name | Dhimant Kothari | Sanjeev Sharma |
| Total AUM | ₹8118 Cr | ₹39731 Cr |
| Funds Managed | 7 | 22 |
| Invesco India Financial Services Fund - Retail Growth | Quant BFSI Fund Regular - Growth |
Market Cap
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 6.4 | 22.54 |
| Small Cap | 16.68 | 26.05 |
| Mid Cap | 17.73 | 24.7 |
| Large Cap | 59.18 | 26.71 |
Sector Allocation
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Quant BFSI Fund Regular - Growth |
|---|---|---|
| Others | 3.78 | 22.54 |
| Financial Services | 94.22 | 75.1 |
| Healthcare | 1.07 | - |
| Technology | 0.93 | 2.36 |
| Energy | - | 0 |
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