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
| 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) | ₹6238 Cr | ₹1072 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 | 2.21 |
| 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 |
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Month | 0.35% | 2.85% |
| 6 Month | 2.93% | 8.34% |
| 1 Year | 9.14% | 18.54% |
| 3 Year | 17.93% | 19.54% |
| 5 Year | 13.83% | 14.86% |
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.54% | 18.36% |
| 3 Year | 18.26% | 24.36% |
| 5 Year | 21.18% | 21.78% |
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Year | 21.95% | 17.47% |
| 3 Year | 18.76% | 15.66% |
| 5 Year | 17.3% | 15.31% |
| Scheme Name | Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Standard Deviation | 14.79% | 14.87% |
| Sharp | 0.79% | 0.79% |
| Beta | 0.95% | 0.87% |
| Alpha | 1.92% | 5.67% |
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| 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 |
| 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 |
| 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 |
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