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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 Risk | Very High Risk |
| 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 | -2.47% | -0.04% |
| 6 Month | -5.66% | -6.08% |
| 1 Year | 7.55% | 3.56% |
| 3 Year | 15.83% | 11.65% |
| 5 Year | 12.77% | 10.99% |
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 Year | -3.59% | -5.59% |
| 3 Year | 16.53% | 10.96% |
| 5 Year | 17.6% | 14.85% |
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 | 14.699% | 15.535% |
| Sharp | 0.653% | 0.34% |
| Beta | 0.894% | 0.984% |
| Alpha | 6.596% | 2.005% |
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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 |
| Fund Manage | 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 | 1.48 | 2.39 |
| Small Cap | 24.07 | 18.17 |
| Mid Cap | 17.72 | 12.62 |
| Large Cap | 56.73 | 66.83 |
Sector Allocation
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.48 | 2.39 |
| Capital Markets | 19.53 | 6.3 |
| Finance | 12.58 | 21.96 |
| Banks | 55.99 | 64.41 |
| Insurance | 7.2 | 4.95 |
| Financial Technology (Fintech) | 3.22 | - |
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