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DSP Banking & Financial Services Fund vs Invesco India Financial Services Fund compare
Invesco India Financial Services Fund - Retail Growth
DSP Banking & Financial Services Fund - Reg (G)
Chart Comparison
Overview
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Fund | Invesco India Financial Services Fund - Retail Growth | DSP Banking & Financial Services Fund - Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1456 Cr | ₹1354 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 14 Jul 2008 | 08 Dec 2023 |
| Category | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Financial Services TRI | NIFTY Financial Services TRI |
| Turn Over | 29% | % |
| Expense Ratio | 2.19 | 2.19 |
| Manager | Dhimant Kothari | Dhaval Gada |
| ISIN Code | INF205K01155 | INF740KA1TN0 |
| 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 | DSP Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% 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 | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| 1 Month | -2.4% | -3.15% |
| 6 Month | 16% | 14.4% |
| 1 Year | 11.17% | 16.41% |
| 3 Year | 22.47% | - |
| 5 Year | 23.07% | - |
SIP Return Analysis
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| 6 Month | 8.26% | 5.29% |
| 1 Year | 18.97% | 19.62% |
| 3 Year | 22.63% | - |
| 5 Year | 20.35% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| 1 Year | 17.1% | 17.32% |
| 3 Year | 15.79% | - |
| 5 Year | 15.31% | - |
Risk Management
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Standard Deviation | 13.95% | - |
| Sharp | 1.43% | - |
| Beta | 0.85% | - |
| Alpha | 10.11% | - |
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Fund Managers
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Name | Dhimant Kothari | Dhaval Gada |
| Total AUM | ₹8118 Cr | ₹21050 Cr |
| Funds Managed | 7 | 4 |
| Invesco India Financial Services Fund - Retail Growth | DSP Banking & Financial Services Fund - Reg (G) |
Market Cap
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Others | 4.71 | 13.97 |
| Small Cap | 19.9 | 16.4 |
| Large Cap | 56.57 | 59.37 |
| Mid Cap | 18.82 | 10.26 |
Sector Allocation
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
DSP Banking & Financial Services Fund - Reg (G) |
|---|---|---|
| Others | 1.97 | 7.28 |
| Financial Services | 95.99 | 91.62 |
| Healthcare | 1.08 | - |
| Technology | 0.95 | 1.1 |
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