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) ₹5930 Cr ₹898 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 01 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 1.89 2.27
Manager Vinay Sharma Dhimant Kothari
ISIN Code INF204K01927 INF205K01155
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./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 -4.09% -3.65%
6 Month 7.18% 9.06%
1 Year 20.01% 26.79%
3 Year 15.5% 15.81%
5 Year 14.33% 15.1%

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 16.45% 24.17%
3 Year 20.85% 25.29%
5 Year 22.21% 21.9%

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 5.53
Small Cap 11.07 20.54
Large Cap 77.26 64.8
Mid Cap 10.85 9.13

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 3.74
Financial 89.48 78.73
Insurance 8.13 6.11
Services 1.57 11.42

Top Comparisons

ICICI Prudential Banking and PSU Debt Fund - Growth ICICI Prudential Banking and PSU Debt Fund - Growth

3Y Returns6.18%

VS

Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth

3Y Returns5.95%

Compare Now

HDFC Small Cap Fund - Growth Option HDFC Small Cap Fund - Growth Option

3Y Returns21.78%

VS

Invesco India Smallcap Fund - Regular Plan - Growth Invesco India Smallcap Fund - Regular Plan - Growth

3Y Returns23.08%

Compare Now

Kotak Bond Short Term Plan-(Growth) Kotak Bond Short Term Plan-(Growth)

3Y Returns5.53%

VS

HDFC Short Term  Debt Fund - Growth Option HDFC Short Term Debt Fund - Growth Option

3Y Returns6.12%

Compare Now

HDFC Infrastructure Fund - Growth Plan HDFC Infrastructure Fund - Growth Plan

3Y Returns30.22%

VS

HSBC Infrastructure Fund - Regular Growth HSBC Infrastructure Fund - Regular Growth

3Y Returns24.42%

Compare Now
Request call back
Add to Cart Successfully