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
| 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 | Very High |
| Asset Size (Cr) | ₹916 Cr | ₹898 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 | 2.27 | 2.27 |
| Manager | Abhishek Bisen | Dhimant Kothari |
| ISIN Code | INF174KA1MA7 | INF205K01155 |
| Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 |
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Month | 0.93% | 2.8% |
| 6 Month | 14.96% | 16.29% |
| 1 Year | 25.07% | 41.02% |
| 3 Year | - | 18.11% |
| 5 Year | - | 18.03% |
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.75% | 13.79% |
| 3 Year | 14.13% | 36.88% |
| 5 Year | 14.13% | 63.49% |
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Year | 17.69% | 19.2% |
| 3 Year | 20.49% | 50.25% |
| 5 Year | 20.49% | 72.39% |
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Standard Deviation | - | 14.87% |
| Sharp | - | 0.79% |
| Beta | - | 0.87% |
| Alpha | - | 5.67% |
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| 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 |
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 1.15 | 5.53 |
| Large Cap | 77.23 | 64.8 |
| Small Cap | 13.32 | 20.54 |
| Mid Cap | 7.79 | 9.13 |
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 1.15 | 3.74 |
| Banks | 68.04 | - |
| Finance | 19.53 | - |
| Insurance | 6.51 | 6.11 |
| Capital Markets | 4.26 | - |
| Financial | - | 78.73 |
| Services | - | 11.42 |
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