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

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tortoise-icon SBI 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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth Invesco India Financial Services Fund - Retail Growth
1 Year 17.41% 17.6%
3 Year 14.91% 15.66%
5 Year 13.33% 15.3%

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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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