Question 1

Which funds are similar to Invesco India Financial Services Fund Direct-Growth?

Accepted Answer

Funds similar to Invesco India Financial Services Fund Direct-Growth in the Equity: Sectoral-Banking category include ICICI Prudential Banking and Financial Services Direct Plan-Growth, SBI Banking & Financial Services Fund Direct-Growth, and Nippon India Banking & Financial Services Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

Question 2

What is the rank of Invesco India Financial Services Fund Direct-Growth in its category?

Accepted Answer

On a 3-year return basis Invesco India Financial Services Fund Direct-Growth is ranked 2 out of 20 funds in the Equity: Sectoral-Banking category as of 16 Jul 2026. On a 5-year return basis it ranks 1 out of 14. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

How does Invesco India Financial Services Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

Invesco India Financial Services Fund Direct-Growth has an expense ratio of 0.92%. The peers ICICI Prudential Banking and Financial Services Direct Plan-Growth has an expense ratio of 1.20% and SBI Banking & Financial Services Fund Direct-Growth has 1.16%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Question 4

How does Invesco India Financial Services Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

Invesco India Financial Services Fund Direct-Growth has an AUM of ₹1,811 crore. The peers ICICI Prudential Banking and Financial Services Direct Plan-Growth has an AUM of ₹11,034.2 crore and SBI Banking & Financial Services Fund Direct-Growth has ₹10,844.8 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Question 5

Which fund has the best 3-year returns in the Equity: Sectoral-Banking?

Accepted Answer

The top performing fund in the Equity: Sectoral-Banking category on a 3-year basis is Quant BFSI Fund Direct-Growth with a CAGR of 27.78% as of 16 Jul 2026. Invesco India Financial Services Fund Direct-Growth has delivered 19.20% CAGR over the same period, ranking 2 out of 20 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does Invesco India Financial Services Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, Invesco India Financial Services Fund Direct-Growth has a Sharpe ratio of 0.87 compared to the Equity: Sectoral-Banking average of 0.53 as of 16 Jul 2026. It ranks 2 out of 20 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+6.86%	4.17%	8 / 37
3Y Return	+19.20%	13.99%	2 / 20
5Y Return	+15.59%	13.07%	1 / 14
10Y Return	+16.41%	13.70%	1 / 11

Invesco India Financial Services Fund Direct-Growth

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