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

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tortoise-icon Invesco India Financial Services Fund - Retail Growth

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tortoise-icon DSP Banking & Financial Services Fund - Reg (G)

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Chart Comparison

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

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) ₹1126 Cr ₹1012 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 1.03% 1.78%
6 Month 7.09% 13.83%
1 Year 16.75% 25.77%
3 Year 24.23% -
5 Year 26.82% -

SIP Return Analysis

Scheme Name Invesco India Financial Services Fund - Retail Growth DSP Banking & Financial Services Fund - Reg (G)
6 Month 8.21% 10.43%
1 Year 15.25% 24.95%
3 Year 22.53% -
5 Year 20.17% -

Rolling Lumpsum Returns

Scheme Name Invesco India Financial Services Fund - Retail Growth DSP Banking & Financial Services Fund - Reg (G)
1 Year 17.58% 16.36%
3 Year 15.7% -
5 Year 15.26% -

Risk Management

Scheme Name Invesco India Financial Services Fund - Retail Growth DSP Banking & Financial Services Fund - Reg (G)
Standard Deviation 14.56% -
Sharp 0.673% -
Beta 0.893% -
Alpha 6.317% -

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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 4.15 19.42
Small Cap 16.91 6.31
Mid Cap 20.27 5.88
Large Cap 58.67 68.39

Sector Allocation

Scheme Name

Invesco India Financial Services Fund - Retail Growth

DSP Banking & Financial Services Fund - Reg (G)

Others 4.15 17.94
Financial Services 92.23 80.49
Healthcare 1.51 -
Technology 2.11 1.57

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