Aditya Birla Sun Life Low duration Fund - Growth - Direct Plan vs Invesco India Financial Services Fund - Direct Plan - Growth
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Invesco India Financial Services Fund appears stronger based on its higher star rating of 5 and significantly better long-term returns, with a 3Y CAGR of 14.67% and a 5Y CAGR of 11.47%, compared to Aditya Birla Sun Life Low Duration Fund's 3Y CAGR of 7.26% and 5Y CAGR of 6.79%. However, while Invesco has a lower expense ratio at 0.96%, it has a negative 1Y return of -3.91%, contrasting with Aditya Birla's positive 1Y return of 17.78%. Investors should consider the tradeoff between Invesco's higher potential returns and lower expense ratio against Aditya Birla's recent positive performance.
Aditya Birla Sun Life Low duration Fund - Growth - Direct Plan
Aditya Birla Sun Life Mutual Fund
★★★★★
Equity · Sectoral
Invesco India Financial Services Fund - Direct Plan - Growth
Invesco Mutual Fund
★★★★★
Equity · Sectoral
| Metric | Aditya Birla Sun Life ... | Invesco India Financia... |
|---|---|---|
| NAV | ₹17.98 | ₹163.34 |
| Star Rating | ★ | ★★★★★ |
| Expense Ratio | 1.0% | 0.96% |
| AUM | ₹1,725 Cr | ₹1,788 Cr |
| 1M Return | +5.15% | -6.93% |
| 3M Return | -0.39% | -7.59% |
| 6M Return | +20.11% | -5.94% |
| 1Y Return | +17.78% | -3.91% |
| 3Y CAGR | +7.26% | +14.67% |
| 5Y CAGR | +6.79% | +11.47% |
| Risk Level | — | — |
| Fund Manager | Dhaval Gala | Amit Ganatra |