Taurus Banking & Financial Services Fund vs Invesco India Financial Services Fund compare

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tortoise-icon Taurus Banking & Financial Services Fund - Regular Plan - Growth

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tortoise-icon Invesco India Financial Services Fund - Retail Growth

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Chart Comparison

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

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 ₹898 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 2.27
Manager Hardik Shah Dhimant Kothari
ISIN Code INF044D01BI4 INF205K01155
Exits Load 0.5% for redemption within 7 days/365 Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./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% -4.12%
6 Month 10.97% 8.52%
1 Year 21.73% 26.17%
3 Year 14.75% 15.59%
5 Year 15.08% 14.97%

SIP Return Analysis

Scheme Name Taurus Banking & Financial Services Fund - Regular Plan - Growth Invesco India Financial Services Fund - Retail Growth
6 Month - -
1 Year - 24.17%
3 Year - 25.29%
5 Year - 21.9%

Rolling Lumpsum Returns

Scheme Name Taurus Banking & Financial Services Fund - Regular Plan - Growth Invesco India Financial Services Fund - Retail Growth
1 Year - 17.47%
3 Year - 15.66%
5 Year - 15.31%

Risk Management

Scheme Name Taurus Banking & Financial Services Fund - Regular Plan - Growth Invesco India Financial Services Fund - Retail Growth
Standard Deviation 15.13% 14.87%
Sharp 0.68% 0.79%
Beta 0.92% 0.87%
Alpha 2.71% 5.67%

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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 5.53
Small Cap 7.78 20.54
Large Cap 76.17 64.8
Mid Cap 14.91 9.13

Sector Allocation

Scheme Name

Taurus Banking & Financial Services Fund - Regular Plan - Growth

Invesco India Financial Services Fund - Retail Growth

Others 1.14 3.74
Financial 94.9 78.73
Insurance 1.04 6.11
Services 2.92 11.42

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