HDFC Banking and Financial Services Fund vs Invesco India Financial Services Fund compare

Link copied to clipboard!

tortoise-icon HDFC Banking and Financial Services Fund - 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 HDFC Banking and Financial Services Fund - Growth Option Invesco India Financial Services Fund - Retail Growth
Fund HDFC Banking and Financial Services Fund - Growth Option Invesco India Financial Services Fund - Retail Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3650 Cr ₹1072 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 30 Jun 2021 14 Jul 2008
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Financial Services TRI Nifty Financial Services TRI
Turn Over 26.23% 29%
Expense Ratio 1.9 2.21
Manager Dhruv Muchhal Dhimant Kothari
ISIN Code INF179KC1BJ4 INF205K01155
Exits Load HDFC Banking and 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 HDFC Banking and Financial Services Fund - Growth Option Invesco India Financial Services Fund - Retail Growth
1 Month 1.93% 2.85%
6 Month 1.97% 8.34%
1 Year 8.75% 18.54%
3 Year 15.32% 19.54%
5 Year - 14.86%

SIP Return Analysis

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Invesco India Financial Services Fund - Retail Growth
6 Month - -
1 Year 8.47% 18.36%
3 Year 17.04% 24.36%
5 Year - 21.78%

Rolling Lumpsum Returns

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Invesco India Financial Services Fund - Retail Growth
1 Year 20.39% 17.47%
3 Year 14.45% 15.66%
5 Year - 15.31%

Risk Management

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Invesco India Financial Services Fund - Retail Growth
Standard Deviation 18.15% 14.87%
Sharp 0.67% 0.79%
Beta 0.92% 0.87%
Alpha 3.42% 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 HDFC Banking and Financial Services Fund - Growth Option Invesco India Financial Services Fund - Retail Growth
Name Dhruv Muchhal Dhimant Kothari
Total AUM ₹520687 Cr ₹8118 Cr
Fund Manage 40 7
HDFC Banking and Financial Services Fund - Growth Option Invesco India Financial Services Fund - Retail Growth

Market Cap

Scheme Name

HDFC Banking and Financial Services Fund - Growth Option

Invesco India Financial Services Fund - Retail Growth

Others 1.11 1.48
Large Cap 71.89 56.73
Small Cap 18.49 24.07
Mid Cap 8.51 17.72

Sector Allocation

Scheme Name

HDFC Banking and Financial Services Fund - Growth Option

Invesco India Financial Services Fund - Retail Growth

Others 0.5 1.48
Financial 92.23 -
Insurance 5.17 7.2
Services 2.1 -
Capital Markets - 19.53
Finance - 12.58
Banks - 55.99
Financial Technology (Fintech) - 3.22

Top Comparisons

ICICI Prudential Equity Arbitrage Fund - Growth ICICI Prudential Equity Arbitrage Fund - Growth

3Y Returns6.26%

VS

BANDHAN Arbitrage Fund - Regular Plan - Growth BANDHAN Arbitrage Fund - Regular Plan - Growth

3Y Returns6.2%

Compare Now

Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan) Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan)

3Y Returns0%

VS

Axis Gold Fund - Regular Plan - Growth Option Axis Gold Fund - Regular Plan - Growth Option

3Y Returns14.41%

Compare Now

ICICI Prudential Passive Multi-Asset Fund of Funds - Growth ICICI Prudential Passive Multi-Asset Fund of Funds - Growth

3Y Returns0%

VS

Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth

3Y Returns17.95%

Compare Now

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

3Y Returns14.17%

VS

SBI Blue Chip Fund-Regular Plan Growth SBI Blue Chip Fund-Regular Plan Growth

3Y Returns14.82%

Compare Now
Request call back
Add to Cart Successfully