Invesco India Financial Services Fund vs Quant BFSI Fund Regular compare

Link copied to clipboard!

tortoise-icon Invesco India Financial Services Fund - Retail Growth

Invest Now

tortoise-icon Quant BFSI 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 Quant BFSI Fund Regular - Growth
Fund Invesco India Financial Services Fund - Retail Growth Quant BFSI Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹898 Cr ₹619 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Jul 2008 05 Jun 2023
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open-ended
Benchmark Nifty Financial Services TRI NIFTY Financial Services TRI
Turn Over 29% %
Expense Ratio 2.27 2.32
Manager Dhimant Kothari Sanjeev Sharma
ISIN Code INF205K01155 INF966L01CA6
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 15 days./365

Trailing Lumpsum Returns

Scheme Name Invesco India Financial Services Fund - Retail Growth Quant BFSI Fund Regular - Growth
1 Month -4.12% -8.78%
6 Month 8.52% -7.77%
1 Year 26.17% 22.66%
3 Year 15.59% -
5 Year 14.97% -

SIP Return Analysis

Scheme Name Invesco India Financial Services Fund - Retail Growth Quant BFSI Fund Regular - Growth
6 Month - -
1 Year 24.17% 0.92%
3 Year 25.29% -
5 Year 21.9% -

Rolling Lumpsum Returns

Scheme Name Invesco India Financial Services Fund - Retail Growth Quant BFSI Fund Regular - Growth
1 Year 17.47% 50.02%
3 Year 15.66% -
5 Year 15.31% -

Risk Management

Scheme Name Invesco India Financial Services Fund - Retail Growth Quant BFSI Fund Regular - Growth
Standard Deviation 14.87% -
Sharp 0.79% -
Beta 0.87% -
Alpha 5.67% -

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 Quant BFSI Fund Regular - Growth
Name Dhimant Kothari Sanjeev Sharma
Total AUM ₹8118 Cr ₹39731 Cr
Fund Manage 7 22
Invesco India Financial Services Fund - Retail Growth Quant BFSI Fund Regular - Growth

Market Cap

Scheme Name

Invesco India Financial Services Fund - Retail Growth

Quant BFSI Fund Regular - Growth

Others 5.53 14.74
Large Cap 64.8 31.36
Small Cap 20.54 44.63
Mid Cap 9.13 9.25

Sector Allocation

Scheme Name

Invesco India Financial Services Fund - Retail Growth

Quant BFSI Fund Regular - Growth

Others 3.74 14.74
Financial 78.73 -
Services 11.42 -
Insurance 6.11 17.53
Petroleum Products - 4.36
Finance - 50.76
Telecom - Services - 3.46
Banks - 9.13

Top Comparisons

SBI PSU Fund - Regular Plan -Growth SBI PSU Fund - Regular Plan -Growth

3Y Returns32.48%

VS

Invesco India PSU Equity Fund - Growth Invesco India PSU Equity Fund - Growth

3Y Returns29.78%

Compare Now

Kotak Equity Opportunities Fund - Growth Kotak Equity Opportunities Fund - Growth

3Y Returns17.81%

VS

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

3Y Returns6.68%

Compare Now

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns12.53%

VS

HSBC Business Cycles Fund - Regular Growth HSBC Business Cycles Fund - Regular Growth

3Y Returns20.71%

Compare Now

Bajaj Finserv Money Market Fund Regular - Growth Bajaj Finserv Money Market Fund Regular - Growth

3Y Returns0%

VS

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns6.54%

Compare Now
Request call back
Add to Cart Successfully