Invesco India Financial Services Fund vs Aditya Birla Sun Life Banking and 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
| 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) | ₹898 Cr | ₹3278 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Jul 2008 | 01 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 | 2.27 | 1.99 |
| Manager | Dhimant Kothari | Dhaval Gala |
| ISIN Code | INF205K01155 | INF209K011W7 |
| Exits Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 | Exit load of 1% if redeemed within 30 days./365 |
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.12% | -5.16% |
| 6 Month | 8.52% | 5.09% |
| 1 Year | 26.17% | 15.79% |
| 3 Year | 15.59% | 10.75% |
| 5 Year | 14.97% | 12.21% |
| 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 | 24.17% | 13.75% |
| 3 Year | 25.29% | 17.78% |
| 5 Year | 21.9% | 18.25% |
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.47% | 16.87% |
| 3 Year | 15.66% | 14.93% |
| 5 Year | 15.31% | 12.72% |
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.87% | 15.35% |
| Sharp | 0.79% | 0.59% |
| Beta | 0.87% | 0.93% |
| Alpha | 5.67% | 2.6% |
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| 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 |
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.53 | 1.94 |
| Large Cap | 64.8 | 64.37 |
| Small Cap | 20.54 | 18.04 |
| Mid Cap | 9.13 | 15.65 |
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.74 | 1.94 |
| Financial | 78.73 | - |
| Services | 11.42 | - |
| Insurance | 6.11 | 5.65 |
| Capital Markets | - | 5.31 |
| Banks | - | 61.48 |
| Finance | - | 25.62 |
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