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

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tortoise-icon HDFC Banking and Financial Services Fund - Growth Option

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tortoise-icon Invesco India Financial Services Fund - Retail Growth

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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 17.45% 29.83%
3 Year 19.95% 27.92%
5 Year - 23.47%

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%

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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

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