- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Banking and Financial Services Fund vs Invesco India Financial Services Fund compare
Invesco India Financial Services Fund - Retail Growth
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India Financial Services Fund - Retail Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1126 Cr | ₹3101 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Jul 2008 | 14 Dec 2013 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 29% | 20% |
| Expense Ratio | 2.19 | 1.99 |
| Manager | Dhimant Kothari | Dhaval Gala |
| ISIN Code | INF205K01155 | INF209K011W7 |
| 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 | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 8% | 7.45% |
| 6 Month | -6.21% | -6.52% |
| 1 Year | 13.76% | 11.27% |
| 3 Year | 18.84% | 15.65% |
| 5 Year | 23.34% | 23.46% |
SIP Return Analysis
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.74% | 1.02% |
| 1 Year | 0.86% | 1.66% |
| 3 Year | 19.07% | 14.31% |
| 5 Year | 18.63% | 16.21% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.58% | 16.58% |
| 3 Year | 15.7% | 14.76% |
| 5 Year | 15.26% | 12.61% |
Risk Management
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.56% | 14.932% |
| Sharp | 0.673% | 0.453% |
| Beta | 0.893% | 0.96% |
| Alpha | 6.317% | 3.029% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhimant Kothari | Dhaval Gala |
| Total AUM | ₹8118 Cr | ₹23597 Cr |
| Funds Managed | 7 | 7 |
| Invesco India Financial Services Fund - Retail Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.15 | 6.76 |
| Small Cap | 16.91 | 16.03 |
| Mid Cap | 20.27 | 12.68 |
| Large Cap | 58.67 | 64.53 |
Sector Allocation
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.15 | 4 |
| Financial Services | 92.23 | 94.79 |
| Healthcare | 1.51 | - |
| Technology | 2.11 | 1.22 |
Top Comparisons
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.43%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.82%
HDFC Short Term Debt Fund - Growth Option
3Y Returns6.82%
BANDHAN Bond Fund - Short Term - Regular Plan - Growth
3Y Returns6.33%
HDFC Focused 30 Fund - GROWTH PLAN
3Y Returns23.4%
HSBC Focused Fund - Regular Growth
3Y Returns13.03%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns6.19%
Canara Robeco Short Duration Fund - Regular Plan - Growth Option
3Y Returns5.89%
