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

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Invesco India Financial Services Fund - Retail Growth

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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)	₹1126 Cr	₹2324 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	14 Jul 2008	28 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	2.19	0.55
Manager	Dhimant Kothari	Amey Sathe
ISIN Code	INF205K01155	INF277K01Y86
Exits Load	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	Tata Banking And Financial Services Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Invesco India Financial Services Fund - Retail Growth	Tata Banking And Financial Services Fund-Regular Plan-Growth
1 Month	6.14%	5.92%
6 Month	-6.56%	-4.07%
1 Year	10.09%	12.59%
3 Year	16.81%	16.1%
5 Year	24.82%	23.02%

Scheme Name	Invesco India Financial Services Fund - Retail Growth	Tata Banking And Financial Services Fund-Regular Plan-Growth
6 Month	-1.74%	1.92%
1 Year	0.86%	6.12%
3 Year	19.07%	16.39%
5 Year	18.63%	16.63%

Scheme Name	Invesco India Financial Services Fund - Retail Growth	Tata Banking And Financial Services Fund-Regular Plan-Growth
1 Year	17.58%	16.78%
3 Year	15.7%	13.75%
5 Year	15.26%	13.75%

Scheme Name	Invesco India Financial Services Fund - Retail Growth	Tata Banking And Financial Services Fund-Regular Plan-Growth
Standard Deviation	14.56%	15.02%
Sharp	0.673%	0.62%
Beta	0.893%	0.94%
Alpha	6.317%	3.14%

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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
Funds Managed	7	4
	Invesco India Financial Services Fund - Retail Growth	Tata Banking And Financial Services Fund-Regular Plan-Growth