- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- 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 | 11.6% | 12% |
| 6 Month | 1.03% | 3.34% |
| 1 Year | 17.31% | 15% |
| 3 Year | 18.63% | 15.18% |
| 5 Year | 23.76% | 23.98% |
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 | 4.97% | 8.24% |
| 1 Year | 10.07% | 13.61% |
| 3 Year | 21.71% | 17.36% |
| 5 Year | 20.01% | 17.7% |
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
SBI Short Term Debt Fund - Regular Plan -Growth
3Y Returns6.88%
Canara Robeco Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.32%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns6.78%
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
3Y Returns7.06%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns13.24%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns13.24%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.23%
LIC MF Overnight Fund Regular - Growth
3Y Returns6.21%
