- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1422 Cr | ₹305 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 | 7.21% | 6.69% |
| 6 Month | 10.38% | 7.43% |
| 1 Year | 14.15% | 14.5% |
| 3 Year | 20.93% | 16.9% |
| 5 Year | 21.33% | 18.97% |
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 | 3.37% | 3.25% |
| 1 Year | 19.61% | 18.08% |
| 3 Year | 20.46% | 17.92% |
| 5 Year | 18.85% | 16.1% |
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 | 16.75% | 12.31% |
| 3 Year | 15.94% | 12.34% |
| 5 Year | 15.43% | 11.8% |
Risk Management
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Standard Deviation | 12.65% | 15.28% |
| Sharp | 1.03% | 0.82% |
| Beta | 0.81% | 0.96% |
| Alpha | 8.63% | 1.22% |
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 | 3.89 | 8.44 |
| Small Cap | 23.93 | 8.52 |
| Large Cap | 54.26 | 69.26 |
| Mid Cap | 17.92 | 13.78 |
Sector Allocation
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Others | 1.45 | 5 |
| Financial Services | 95.54 | 93.23 |
| Healthcare | 1.08 | - |
| Technology | 1.93 | 1.77 |
Top Comparisons
ICICI Prudential Short Term Fund - Growth Option
3Y Returns7.79%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns7.35%
BANDHAN Credit Risk Fund - Regular Plan Growth
3Y Returns6.62%
Invesco India Credit Risk Fund - Regular Plan - Growth
3Y Returns9.4%
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
3Y Returns25.65%
Quant Infrastructure Fund - Growth Option
3Y Returns19.01%
Canara Robeco Income Fund - Regular Plan - Growth Option
3Y Returns6.25%
UTI Medium to Long Duration Fund- Regular Plan - Growth
3Y Returns7.2%
