- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Invesco India Financial Services Fund vs Nippon India Banking and Financial Services Fund compare
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
Invesco India Financial Services Fund - Retail Growth
Chart Comparison
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 Risk | Very High Risk |
| 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 | 0.67% | -2.47% |
| 6 Month | -3.95% | -5.66% |
| 1 Year | 6.51% | 7.55% |
| 3 Year | 15.13% | 15.83% |
| 5 Year | 13.73% | 12.77% |
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 Year | -1.07% | -3.59% |
| 3 Year | 14.58% | 16.53% |
| 5 Year | 19.37% | 17.6% |
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 | 14.243% | 14.699% |
| Sharp | 0.59% | 0.653% |
| Beta | 0.908% | 0.894% |
| Alpha | 5.37% | 6.596% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Fund Manage | 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 | 0.82 | 1.48 |
| Small Cap | 11.07 | 24.07 |
| Large Cap | 77.26 | 56.73 |
| Mid Cap | 10.85 | 17.72 |
Sector Allocation
| Scheme Name |
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 0.82 | 1.48 |
| Financial | 89.48 | - |
| Insurance | 8.13 | 7.2 |
| Services | 1.57 | - |
| Capital Markets | - | 19.53 |
| Finance | - | 12.58 |
| Banks | - | 55.99 |
| Financial Technology (Fintech) | - | 3.22 |
Top Comparisons
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns5.65%
Quant Dynamic Asset Allocation Fund Regular - Growth
3Y Returns0%
HDFC Short Term Debt Fund - Growth Option
3Y Returns6.5%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns6.1%
Nippon India Gold Savings Fund-Growth plan- Growth Option
3Y Returns18.24%
Nippon India Gold Savings Fund-Growth plan- Growth Option
3Y Returns18.24%
SBI Blue Chip Fund-Regular Plan Growth
3Y Returns11.96%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns18.29%
