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Baroda BNP Paribas Banking and Financial Services Fund vs Invesco India Financial Services Fund compare
Invesco India Financial Services Fund - Retail Growth
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Fund | Invesco India Financial Services Fund - Retail Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1599 Cr | ₹373 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Jul 2008 | 22 Jun 2012 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | NIFTY Financial Services TRI |
| Turn Over | 29% | 82% |
| Expense Ratio | 2.19 | 2.41 |
| Manager | Dhimant Kothari | Miten Vora |
| ISIN Code | INF205K01155 | INF955L01856 |
| 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 | Baroda BNP Paribas Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| 1 Month | 1.37% | 0.19% |
| 6 Month | 6.01% | 3.61% |
| 1 Year | 22.97% | 17.68% |
| 3 Year | 23.03% | 18.01% |
| 5 Year | 18.32% | 14.68% |
SIP Return Analysis
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| 6 Month | 1.07% | 0.11% |
| 1 Year | 11.15% | 6.47% |
| 3 Year | 17.28% | 14.31% |
| 5 Year | 17.4% | 14.25% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| 1 Year | 16.6% | 12.32% |
| 3 Year | 16.16% | 12.65% |
| 5 Year | 15.57% | 11.92% |
Risk Management
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Standard Deviation | 14.87% | 15.28% |
| Sharp | 1.08% | 0.77% |
| Beta | 0.88% | 0.99% |
| Alpha | 5.88% | 1.08% |
Fund Managers
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Name | Dhimant Kothari | Miten Vora |
| Total AUM | ₹8118 Cr | ₹6478 Cr |
| Funds Managed | 7 | 6 |
| Invesco India Financial Services Fund - Retail Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
Market Cap
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Others | 18.43 | 11.6 |
| Small Cap | 17.43 | 11.54 |
| Large Cap | 46.19 | 59.37 |
| Mid Cap | 17.96 | 17.48 |
Sector Allocation
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Others | 1.86 | 3.9 |
| Financial Services | 96.3 | 94.21 |
| Healthcare | 0.85 | - |
| Technology | 0.99 | 1.9 |
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