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Kotak Banking & Financial Services Fund vs Invesco India Financial Services Fund compare

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tortoise-icon Kotak Banking & Financial Services Fund - Regular Plan - Growth

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tortoise-icon Invesco India Financial Services Fund - Retail Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Very High
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 6.91% 6.14%
6 Month -5.22% -6.56%
1 Year 10.71% 10.09%
3 Year - 16.81%
5 Year - 24.82%

SIP Return Analysis

Scheme Name Kotak Banking & Financial Services Fund - Regular Plan - Growth Invesco India Financial Services Fund - Retail Growth
6 Month 1.18% -1.74%
1 Year 4.27% 0.86%
3 Year - 19.07%
5 Year - 18.63%

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 - 14.56%
Sharp - 0.673%
Beta - 0.893%
Alpha - 6.317%

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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
Funds Managed 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 5.39 4.15
Large Cap 68.53 58.67
Small Cap 13.88 16.91
Mid Cap 12.21 20.27

Sector Allocation

Scheme Name

Kotak Banking & Financial Services Fund - Regular Plan - Growth

Invesco India Financial Services Fund - Retail Growth

Others 2.38 4.15
Financial Services 97.62 92.23
Healthcare - 1.51
Technology - 2.11

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