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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 Risk |
| 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% | -2.47% |
| 6 Month | 10.97% | -5.66% |
| 1 Year | 21.73% | 7.55% |
| 3 Year | 14.75% | 15.83% |
| 5 Year | 15.08% | 12.77% |
SIP Return Analysis
| Scheme Name | Taurus Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | -3.59% |
| 3 Year | - | 16.53% |
| 5 Year | - | 17.6% |
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% | 14.699% |
| Sharp | 0.68% | 0.653% |
| Beta | 0.92% | 0.894% |
| Alpha | 2.71% | 6.596% |
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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 |
| Fund Manage | 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 | 1.48 |
| Small Cap | 7.78 | 24.07 |
| Large Cap | 76.17 | 56.73 |
| Mid Cap | 14.91 | 17.72 |
Sector Allocation
| Scheme Name |
Taurus Banking & Financial Services Fund - Regular Plan - Growth |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 1.14 | 1.48 |
| Financial | 94.9 | - |
| Insurance | 1.04 | 7.2 |
| Services | 2.92 | - |
| Capital Markets | - | 19.53 |
| Finance | - | 12.58 |
| Banks | - | 55.99 |
| Financial Technology (Fintech) | - | 3.22 |
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