- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Taurus Banking & Financial Services Fund vs Invesco India Financial Services Fund compare
Taurus Banking & Financial Services Fund - Regular Plan - Growth
Invesco India Financial Services Fund - Retail Growth
Chart Comparison
Overview
| Scheme Name | Taurus Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Fund | Taurus 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) | ₹9 Cr | ₹1126 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹1500 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 02 May 2012 | 14 Jul 2008 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open-Ended | Open Ended |
| Benchmark | S&P BSE Bankex | Nifty Financial Services TRI |
| Turn Over | 92% | 29% |
| Expense Ratio | 2.45 | 2.19 |
| Manager | Hardik Shah | Dhimant Kothari |
| ISIN Code | INF044D01BI4 | INF205K01155 |
| Exits Load | 0.5% for redemption within 7 days/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 | Taurus Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Month | -0.16% | 8.68% |
| 6 Month | 10.97% | -4.94% |
| 1 Year | 21.73% | 13.76% |
| 3 Year | 14.75% | 18.13% |
| 5 Year | 15.08% | 24.37% |
SIP Return Analysis
| Scheme Name | Taurus Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 6 Month | - | -1.74% |
| 1 Year | - | 0.86% |
| 3 Year | - | 19.07% |
| 5 Year | - | 18.63% |
Rolling Lumpsum Returns
| Scheme Name | Taurus Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Year | - | 17.58% |
| 3 Year | - | 15.7% |
| 5 Year | - | 15.26% |
Risk Management
| Scheme Name | Taurus Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Standard Deviation | 15.13% | 14.56% |
| Sharp | 0.68% | 0.673% |
| Beta | 0.92% | 0.893% |
| Alpha | 2.71% | 6.317% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Taurus Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Name | Hardik Shah | Dhimant Kothari |
| Total AUM | ₹0 Cr | ₹8118 Cr |
| Funds Managed | 12 | 7 |
| Taurus Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
Market Cap
| Scheme Name |
Taurus Banking & Financial Services Fund - Regular Plan - Growth |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 1.14 | 4.15 |
| Small Cap | 7.78 | 16.91 |
| Large Cap | 76.17 | 58.67 |
| Mid Cap | 14.91 | 20.27 |
Sector Allocation
| Scheme Name |
Taurus Banking & Financial Services Fund - Regular Plan - Growth |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 1.14 | 4.15 |
| Financial | 94.9 | - |
| Insurance | 1.04 | - |
| Services | 2.92 | - |
| Financial Services | - | 92.23 |
| Healthcare | - | 1.51 |
| Technology | - | 2.11 |
Top Comparisons
Sundaram Short Duration Fund Regular Growth
3Y Returns6.51%
HDFC Short Term Debt Fund - Growth Option
3Y Returns6.81%
Franklin India Opportunities Fund - Growth
3Y Returns26.92%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns17.98%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns14.1%
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth
3Y Returns12.27%
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
3Y Returns0%
BANDHAN Core Equity Fund - Regular Plan - Growth
3Y Returns21.18%
