Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Invesco India Financial Services Fund vs Mirae Asset Banking and Financial Services Fund Regular Growth compare

Link copied to clipboard!

tortoise-icon Invesco India Financial Services Fund - Retail Growth

Invest Now

tortoise-icon Mirae Asset Banking and Financial Services Fund Regular Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Invesco India Financial Services Fund - Retail Growth Mirae Asset Banking and Financial Services Fund Regular Growth
Fund Invesco India Financial Services Fund - Retail Growth Mirae Asset Banking and Financial Services Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1126 Cr ₹1736 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Jul 2008 11 Dec 2020
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark Nifty Financial Services TRI Nifty Financial Services TRI
Turn Over 29% 30%
Expense Ratio 2.19 2.06
Manager Dhimant Kothari Gaurav Kochar
ISIN Code INF205K01155 INF769K01GU5
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 Data not available./365

Trailing Lumpsum Returns

Scheme Name Invesco India Financial Services Fund - Retail Growth Mirae Asset Banking and Financial Services Fund Regular Growth
1 Month 5.72% 6.29%
6 Month 3.6% 6.96%
1 Year 14.51% 16.26%
3 Year 20.49% 18.61%
5 Year 24.07% -

SIP Return Analysis

Scheme Name Invesco India Financial Services Fund - Retail Growth Mirae Asset Banking and Financial Services Fund Regular Growth
6 Month 6.02% 8.77%
1 Year 10.49% 14.8%
3 Year 21.76% 18.68%
5 Year 20.01% -

Rolling Lumpsum Returns

Scheme Name Invesco India Financial Services Fund - Retail Growth Mirae Asset Banking and Financial Services Fund Regular Growth
1 Year 17.58% 17.68%
3 Year 15.7% 14.87%
5 Year 15.26% -

Risk Management

Scheme Name Invesco India Financial Services Fund - Retail Growth Mirae Asset Banking and Financial Services Fund Regular Growth
Standard Deviation 14.56% 14.713%
Sharp 0.673% 0.435%
Beta 0.893% 0.95%
Alpha 6.317% 3.232%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Invesco India Financial Services Fund - Retail Growth Mirae Asset Banking and Financial Services Fund Regular Growth
Name Dhimant Kothari Gaurav Kochar
Total AUM ₹8118 Cr ₹1507 Cr
Funds Managed 7 1
Invesco India Financial Services Fund - Retail Growth Mirae Asset Banking and Financial Services Fund Regular Growth

Market Cap

Scheme Name

Invesco India Financial Services Fund - Retail Growth

Mirae Asset Banking and Financial Services Fund Regular Growth

Others 4.15 2.87
Small Cap 16.91 18.78
Mid Cap 20.27 14.48
Large Cap 58.67 63.87

Sector Allocation

Scheme Name

Invesco India Financial Services Fund - Retail Growth

Mirae Asset Banking and Financial Services Fund Regular Growth

Others 4.15 0.69
Financial Services 92.23 97.16
Healthcare 1.51 -
Technology 2.11 2.15

Top Comparisons

SBI Equity Minimum Variance Fund - Regular Plan - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth

3Y Returns14.21%

VS

Tata Ethical Fund-Regular Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option

3Y Returns10.14%

Compare Now

Franklin India Corporate Debt Fund - Growth Franklin India Corporate Debt Fund - Growth

3Y Returns7.1%

VS

Sundaram Corporate Bond Fund Regular Plan- Growth Sundaram Corporate Bond Fund Regular Plan- Growth

3Y Returns6.87%

Compare Now

SBI Magnum Midcap Fund - Regular Plan - Growth SBI Magnum Midcap Fund - Regular Plan - Growth

3Y Returns16.88%

VS

Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns26.18%

Compare Now

Nippon India Income Fund - Growth Plan Growth Option Nippon India Income Fund - Growth Plan Growth Option

3Y Returns7.52%

VS

Aditya Birla Sun Life Income Fund - Growth - Regular Plan Aditya Birla Sun Life Income Fund - Growth - Regular Plan

3Y Returns7.15%

Compare Now
Add to Cart Successfully