Tata Banking And Financial Services Fund vs Invesco India Financial Services Fund compare
Invesco India Financial Services Fund - Retail Growth
Tata Banking And Financial Services Fund-Regular Plan-Growth
Chart Comparison
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Invesco India Financial Services Fund - Retail Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹898 Cr | ₹2228 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Jul 2008 | 18 Dec 2015 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 29% | 10.36% |
| Expense Ratio | 2.27 | 1.99 |
| Manager | Dhimant Kothari | Amey Sathe |
| ISIN Code | INF205K01155 | INF277K01Y86 |
| 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 of 0.25% if redeemed within 30 days./365 |
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 2.8% | 7.3% |
| 6 Month | 16.29% | 20.68% |
| 1 Year | 41.02% | 21.9% |
| 3 Year | 18.11% | 14.85% |
| 5 Year | 18.03% | 16.42% |
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.79% | 8.04% |
| 3 Year | 36.88% | 28.88% |
| 5 Year | 63.49% | 52.45% |
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 19.2% | 17.17% |
| 3 Year | 50.25% | 44.35% |
| 5 Year | 72.39% | 60.84% |
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 14.87% | 15.02% |
| Sharp | 0.79% | 0.52% |
| Beta | 0.87% | 0.96% |
| Alpha | 5.67% | 3.89% |
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| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Name | Dhimant Kothari | Amey Sathe |
| Total AUM | ₹8118 Cr | ₹11910 Cr |
| Fund Manage | 7 | 4 |
| Invesco India Financial Services Fund - Retail Growth | Tata Banking And Financial Services Fund-Regular Plan-Growth |
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.53 | 3.23 |
| Large Cap | 64.8 | 57.88 |
| Small Cap | 20.54 | 28.52 |
| Mid Cap | 9.13 | 10.37 |
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Tata Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.74 | 3.23 |
| Financial | 78.73 | 89.4 |
| Services | 11.42 | 2.21 |
| Insurance | 6.11 | 4 |
| Healthcare | - | 1.16 |
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