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 Nippon India Banking and Financial Services Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

Invest Now

tortoise-icon Invesco India Financial Services Fund - Retail Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Invesco India Financial Services Fund - Retail Growth
Fund Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Invesco India Financial Services Fund - Retail Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6226 Cr ₹1126 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 26 May 2003 14 Jul 2008
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI Nifty Financial Services TRI
Turn Over 38% 29%
Expense Ratio 1.88 2.19
Manager Vinay Sharma Dhimant Kothari
ISIN Code INF204K01927 INF205K01155
Exits Load Nippon India Banking & Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Invesco India Financial Services Fund - Retail Growth
1 Month 4.89% 6.14%
6 Month -5.46% -6.56%
1 Year 9.89% 10.09%
3 Year 16.25% 16.81%
5 Year 29.1% 24.82%

SIP Return Analysis

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Invesco India Financial Services Fund - Retail Growth
6 Month 1.54% -1.74%
1 Year 4.66% 0.86%
3 Year 16.96% 19.07%
5 Year 20.24% 18.63%

Rolling Lumpsum Returns

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Invesco India Financial Services Fund - Retail Growth
1 Year 21.65% 17.58%
3 Year 18.64% 15.7%
5 Year 17.19% 15.26%

Risk Management

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Invesco India Financial Services Fund - Retail Growth
Standard Deviation 13.71% 14.56%
Sharp 0.705% 0.673%
Beta 0.887% 0.893%
Alpha 6.22% 6.317%

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 Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Invesco India Financial Services Fund - Retail Growth
Name Vinay Sharma Dhimant Kothari
Total AUM ₹14183 Cr ₹8118 Cr
Funds Managed 3 7
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Invesco India Financial Services Fund - Retail Growth

Market Cap

Scheme Name

Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

Invesco India Financial Services Fund - Retail Growth

Others 1.15 4.15
Small Cap 13.55 16.91
Mid Cap 16.41 20.27
Large Cap 68.88 58.67

Sector Allocation

Scheme Name

Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

Invesco India Financial Services Fund - Retail Growth

Others 1.15 4.15
Financial Services 96.09 92.23
Technology 2.76 2.11
Healthcare - 1.51

Top Comparisons

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns6.62%

VS

Nippon India Ultra Short Duration Fund- Growth Option Nippon India Ultra Short Duration Fund- Growth Option

3Y Returns6.43%

Compare Now

Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option

3Y Returns4.17%

VS

Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth

3Y Returns17.09%

Compare Now

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

3Y Returns12.41%

VS

Tata Flexi Cap Fund -Regular Plan-Growth Tata Flexi Cap Fund -Regular Plan-Growth

3Y Returns11.92%

Compare Now

DSP Top 100 Equity Fund - Regular Plan - Growth DSP Top 100 Equity Fund - Regular Plan - Growth

3Y Returns16.35%

VS

Edelweiss Large Cap Fund - Regular Plan - Growth Option Edelweiss Large Cap Fund - Regular Plan - Growth Option

3Y Returns12.61%

Compare Now
Add to Cart Successfully