Invesco India Financial Services Fund vs SBI Banking & Financial Services Fund compare
SBI Banking & Financial Services Fund - Regular Plan - Growth
Invesco India Financial Services Fund - Retail Growth
Chart Comparison
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Fund | SBI 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) | ₹5858 Cr | ₹898 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Feb 2015 | 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 | 84% | 29% |
| Expense Ratio | 1.82 | 2.27 |
| Manager | Pradeep Kesavan | Dhimant Kothari |
| ISIN Code | INF200KA1473 | INF205K01155 |
| Exits Load | Exit load of 0.50% if redeemed within 30 days./365 | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Month | 0.69% | 2.8% |
| 6 Month | 16.59% | 16.29% |
| 1 Year | 33.66% | 41.02% |
| 3 Year | 15.66% | 18.11% |
| 5 Year | 16.63% | 18.03% |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.85% | 13.79% |
| 3 Year | 32.19% | 36.88% |
| 5 Year | 56.99% | 63.49% |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Year | 18.33% | 19.2% |
| 3 Year | 45.65% | 50.25% |
| 5 Year | 65.44% | 72.39% |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Standard Deviation | 14.44% | 14.87% |
| Sharp | 0.68% | 0.79% |
| Beta | 0.84% | 0.87% |
| Alpha | 4% | 5.67% |
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| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Name | Pradeep Kesavan | Dhimant Kothari |
| Total AUM | ₹434274 Cr | ₹8118 Cr |
| Fund Manage | 43 | 7 |
| SBI Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 6.86 | 5.53 |
| Large Cap | 67.25 | 64.8 |
| Small Cap | 8.37 | 20.54 |
| Mid Cap | 17.5 | 9.13 |
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 2.3 | 3.74 |
| Financial | 93.62 | 78.73 |
| Insurance | 4.06 | 6.11 |
| Services | - | 11.42 |
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