Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

DSP Banking & Financial Services Fund vs Invesco India Financial Services Fund compare

Link copied to clipboard!

tortoise-icon Invesco India Financial Services Fund - Retail Growth

Invest Now

tortoise-icon DSP Banking & Financial Services Fund - Reg (G)

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Invesco India Financial Services Fund - Retail Growth DSP Banking & Financial Services Fund - Reg (G)
Fund Invesco India Financial Services Fund - Retail Growth DSP Banking & Financial Services Fund - Reg (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1126 Cr ₹1012 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 14 Jul 2008 08 Dec 2023
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark Nifty Financial Services TRI NIFTY Financial Services TRI
Turn Over 29% %
Expense Ratio 2.19 2.19
Manager Dhimant Kothari Dhaval Gada
ISIN Code INF205K01155 INF740KA1TN0
Exits Load 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 DSP Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Financial Services Fund - Retail Growth DSP Banking & Financial Services Fund - Reg (G)
1 Month 4.77% 3.52%
6 Month 3.41% 8.43%
1 Year 12.85% 22.64%
3 Year 20.13% -
5 Year 24.95% -

SIP Return Analysis

Scheme Name Invesco India Financial Services Fund - Retail Growth DSP Banking & Financial Services Fund - Reg (G)
6 Month 6.02% 8.33%
1 Year 10.49% 19.78%
3 Year 21.76% -
5 Year 20.01% -

Rolling Lumpsum Returns

Scheme Name Invesco India Financial Services Fund - Retail Growth DSP Banking & Financial Services Fund - Reg (G)
1 Year 17.58% 16.36%
3 Year 15.7% -
5 Year 15.26% -

Risk Management

Scheme Name Invesco India Financial Services Fund - Retail Growth DSP Banking & Financial Services Fund - Reg (G)
Standard Deviation 14.56% -
Sharp 0.673% -
Beta 0.893% -
Alpha 6.317% -

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 Invesco India Financial Services Fund - Retail Growth DSP Banking & Financial Services Fund - Reg (G)
Name Dhimant Kothari Dhaval Gada
Total AUM ₹8118 Cr ₹21050 Cr
Funds Managed 7 4
Invesco India Financial Services Fund - Retail Growth DSP Banking & Financial Services Fund - Reg (G)

Market Cap

Scheme Name

Invesco India Financial Services Fund - Retail Growth

DSP Banking & Financial Services Fund - Reg (G)

Others 4.15 19.42
Small Cap 16.91 6.31
Mid Cap 20.27 5.88
Large Cap 58.67 68.39

Sector Allocation

Scheme Name

Invesco India Financial Services Fund - Retail Growth

DSP Banking & Financial Services Fund - Reg (G)

Others 4.15 17.94
Financial Services 92.23 80.49
Healthcare 1.51 -
Technology 2.11 1.57

Top Comparisons

Mahindra Manulife Liquid Fund - Regular Plan - Growth Mahindra Manulife Liquid Fund - Regular Plan - Growth

3Y Returns6.83%

VS

Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION

3Y Returns6.8%

Compare Now

ICICI Prudential All Seasons Bond Fund - Growth ICICI Prudential All Seasons Bond Fund - Growth

3Y Returns7.99%

VS

Mirae Asset Dynamic Bond Fund-Regular Plan Growth Mirae Asset Dynamic Bond Fund-Regular Plan Growth

3Y Returns5.93%

Compare Now

Axis Conservative Hybrid Fund - Regular Plan - Growth Option Axis Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns7.14%

VS

Parag Parikh Conservative Hybrid Fund Regular - Growth Parag Parikh Conservative Hybrid Fund Regular - Growth

3Y Returns11.56%

Compare Now

Nippon India Equity Savings Fund- Growth Plan- Bonus Option Nippon India Equity Savings Fund- Growth Plan- Bonus Option

3Y Returns7.98%

VS

HSBC Equity Savings Fund - Regular Growth HSBC Equity Savings Fund - Regular Growth

3Y Returns11%

Compare Now
Add to Cart Successfully