Tata Banking And Financial Services Fund vs Invesco India Financial Services Fund compare

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tortoise-icon Invesco India Financial Services Fund - Retail Growth

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tortoise-icon Tata Banking And Financial Services Fund-Regular Plan-Growth

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Chart Comparison

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

Overview

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

Trailing Lumpsum Returns

Scheme Name Invesco India Financial Services Fund - Retail Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
1 Month -3.65% -4.32%
6 Month 9.06% 8.49%
1 Year 26.79% 17.23%
3 Year 15.81% 12.84%
5 Year 15.1% 13.08%

SIP Return Analysis

Scheme Name Invesco India Financial Services Fund - Retail Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
6 Month - -
1 Year 24.17% 16.84%
3 Year 25.29% 19.49%
5 Year 21.9% 18.19%

Rolling Lumpsum Returns

Scheme Name Invesco India Financial Services Fund - Retail Growth Tata Banking And Financial Services Fund-Regular Plan-Growth
1 Year 17.47% 17.42%
3 Year 15.66% 13.7%
5 Year 15.31% 14.01%

Risk Management

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% 0.49%
Beta 0.87% 0.96%
Alpha 5.67% 4.06%

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Fund Managers

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

Market Cap

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

Sector Allocation

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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