Invesco India Financial Services Fund vs Aditya Birla Sun Life Banking and Financial Services Fund compare

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tortoise-icon Invesco India Financial Services Fund - Retail Growth

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tortoise-icon Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹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

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 2.8% 1.09%
6 Month 16.29% 13.43%
1 Year 41.02% 20.71%
3 Year 18.11% 14.37%
5 Year 18.03% 15.71%

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 13.79% 7.99%
3 Year 36.88% 27.72%
5 Year 63.49% 55.22%

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 17.6% 16.91%
3 Year 15.66% 15%
5 Year 15.3% 12.73%

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 14.87% 15.35%
Sharp 0.79% 0.59%
Beta 0.87% 0.93%
Alpha 5.67% 2.6%

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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 5.53 1.7
Large Cap 64.8 65.89
Small Cap 20.54 15.5
Mid Cap 9.13 16.9

Sector Allocation

Scheme Name

Invesco India Financial Services Fund - Retail Growth

Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

Others 3.74 1.27
Financial 78.73 91.28
Services 11.42 2.99
Insurance 6.11 4.02
Unclassified - 0.43

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