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) | ₹6457 Cr | ₹1072 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 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 | 2.21 |
| Manager | Pradeep Kesavan | Dhimant Kothari |
| ISIN Code | INF200KA1473 | INF205K01155 |
| Exits Load | SBI 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 |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Month | 2.94% | 2.85% |
| 6 Month | 6.54% | 8.34% |
| 1 Year | 18.77% | 18.54% |
| 3 Year | 17.14% | 19.54% |
| 5 Year | 13.75% | 14.86% |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 16.95% | 18.36% |
| 3 Year | 21.06% | 24.36% |
| 5 Year | 19.54% | 21.78% |
| Scheme Name | SBI Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Year | 17.37% | 17.47% |
| 3 Year | 14.91% | 15.66% |
| 5 Year | 13.31% | 15.31% |
| 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 | 11.6 | 1.48 |
| Mid Cap | 19.27 | 17.72 |
| Small Cap | 15.2 | 24.07 |
| Large Cap | 53.93 | 56.73 |
| Scheme Name |
SBI Banking & Financial Services Fund - Regular Plan - Growth |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 11.6 | 1.48 |
| Finance | 18.54 | 12.58 |
| Banks | 57.27 | 55.99 |
| Capital Markets | 5.39 | 19.53 |
| Financial Technology (Fintech) | 2.22 | 3.22 |
| Insurance | 4.98 | 7.2 |
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