Nippon India Banking and Financial Services Fund vs Invesco India 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) ₹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

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 0.35% 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%

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 7.54% 18.36%
3 Year 18.26% 24.36%
5 Year 21.18% 21.78%

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 21.95% 17.47%
3 Year 18.76% 15.66%
5 Year 17.3% 15.31%

Risk Management

Scheme Name Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Invesco India Financial Services Fund - Retail Growth
Standard Deviation 14.79% 14.87%
Sharp 0.79% 0.79%
Beta 0.95% 0.87%
Alpha 1.92% 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 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

ICICI Prudential Bharat Consumption Fund - Growth Option ICICI Prudential Bharat Consumption Fund - Growth Option

3Y Returns20.02%

VS

Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

3Y Returns17.93%

Compare Now

Kotak Bluechip Fund - Growth Kotak Bluechip Fund - Growth

3Y Returns14.05%

VS

BANDHAN Large Cap Fund - Regular Plan - Growth BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns14.17%

Compare Now

PGIM India Liquid Fund - Growth PGIM India Liquid Fund - Growth

3Y Returns6.32%

VS

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns6.36%

Compare Now

ITI Large Cap Fund Regular - Growth ITI Large Cap Fund Regular - Growth

3Y Returns12.75%

VS

Invesco India Largecap Fund - Growth Invesco India Largecap Fund - Growth

3Y Returns14.75%

Compare Now
Request call back
Add to Cart Successfully