- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Invesco India Financial Services Fund vs Kotak Banking & Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
Invesco India Financial Services Fund - Retail Growth
Chart Comparison
Overview
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Fund | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹1027 Cr | ₹1126 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Feb 2023 | 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 | 3.53% | 29% |
| Expense Ratio | 2.19 | 2.19 |
| Manager | Abhishek Bisen | Dhimant Kothari |
| ISIN Code | INF174KA1MA7 | INF205K01155 |
| Exits Load | Kotak 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 | 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 | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Month | -0.54% | -2.47% |
| 6 Month | -5.44% | -5.66% |
| 1 Year | 5.6% | 7.55% |
| 3 Year | - | 15.83% |
| 5 Year | - | 12.77% |
SIP Return Analysis
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -4.4% | -3.53% |
| 3 Year | - | 16.38% |
| 5 Year | - | 17.13% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Year | 22.7% | 17.58% |
| 3 Year | - | 15.7% |
| 5 Year | - | 15.26% |
Risk Management
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Standard Deviation | - | 14.699% |
| Sharp | - | 0.653% |
| Beta | - | 0.894% |
| Alpha | - | 6.596% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Name | Abhishek Bisen | Dhimant Kothari |
| Total AUM | ₹0 Cr | ₹8118 Cr |
| Fund Manage | 33 | 7 |
| Kotak Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
Market Cap
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 1.15 | 1.48 |
| Large Cap | 77.23 | 56.73 |
| Small Cap | 13.32 | 24.07 |
| Mid Cap | 7.79 | 17.72 |
Sector Allocation
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 1.15 | 1.48 |
| Banks | 68.04 | 55.99 |
| Finance | 19.53 | 12.58 |
| Insurance | 6.51 | 7.2 |
| Capital Markets | 4.26 | 19.53 |
| Financial Technology (Fintech) | - | 3.22 |
Top Comparisons
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns12.82%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns12.5%
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns6.42%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns5.8%
SBI Magnum Gilt Fund - Regular Plan - Growth
3Y Returns7.06%
HSBC Gilt Fund - Regular Growth
3Y Returns5.53%
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns19.59%
HSBC Infrastructure Fund - Regular Growth
3Y Returns20.92%
