Invesco India Financial Services Fund vs Aditya Birla Sun Life Banking and Financial Services Fund compare
Invesco India Financial Services Fund - Retail Growth
Invest NowAditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
Invest NowChart 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 | 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% |
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% |
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% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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 | 1.7 |
Large Cap | 64.8 | 65.89 |
Small Cap | 20.54 | 15.5 |
Mid Cap | 9.13 | 16.9 |
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 |
Top Comparisons
Kotak Bond Short Term Plan-(Growth)
3Y Returns5.23%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns5.94%
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
3Y Returns5.76%
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
3Y Returns6.75%
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns13.8%
Mirae Asset Focused Fund Regular Plan Growth
3Y Returns10.98%
DSP World Mining Fund - Regular Plan - Growth
3Y Returns5.3%
Axis Global Innovation Fund of Fund - Regular Plan - Growth
3Y Returns5.54%