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Nippon India Banking and Financial Services Fund vs Invesco India 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 | 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 | 6.38% | 8% |
| 6 Month | -5.21% | -6.21% |
| 1 Year | 12.51% | 13.76% |
| 3 Year | 18.35% | 18.84% |
| 5 Year | 27.57% | 23.34% |
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% |
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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 |
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