Invesco India Financial Services Fund vs HDFC Banking and Financial Services Fund compare
HDFC Banking and Financial Services Fund - Growth Option
Invest NowInvesco India Financial Services Fund - Retail Growth
Invest NowChart Comparison
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 |
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% |
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% |
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% |
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 GuidanceScheme 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 |
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 |
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
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
3Y Returns6.47%
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns6.22%
ICICI Prudential Corporate Bond Fund - Growth
3Y Returns6.54%
Tata Corporate Bond Fund-Regular Plan-Growth
3Y Returns5.69%
Aditya Birla Sun Life Savings Fund-Retail Growth
3Y Returns6.53%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns5.99%
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
3Y Returns17.93%
LIC MF Banking & Financial Services Fund Regular-Growth
3Y Returns12.89%