Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HDFC Banking and Financial Services Fund vs Invesco India Financial Services Fund compare

Link copied to clipboard!

tortoise-icon HDFC Banking and Financial Services Fund - Growth Option

Invest Now

tortoise-icon Invesco India Financial Services Fund - Retail Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Invesco India Financial Services Fund - Retail Growth
Fund HDFC Banking and Financial Services Fund - Growth Option Invesco India Financial Services Fund - Retail Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3650 Cr ₹1126 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 30 Jun 2021 14 Jul 2008
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Financial Services TRI Nifty Financial Services TRI
Turn Over 26.23% 29%
Expense Ratio 1.9 2.19
Manager Dhruv Muchhal Dhimant Kothari
ISIN Code INF179KC1BJ4 INF205K01155
Exits Load HDFC Banking and Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Invesco India Financial Services Fund - Retail Growth
1 Month 6.28% 5.86%
6 Month 9.98% 6.75%
1 Year 16.65% 16.88%
3 Year 22.69% 25.36%
5 Year - 25.93%

SIP Return Analysis

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Invesco India Financial Services Fund - Retail Growth
6 Month 5.76% 3.54%
1 Year 8.89% 5.9%
3 Year 15.31% 18.94%
5 Year - 18.07%

Rolling Lumpsum Returns

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Invesco India Financial Services Fund - Retail Growth
1 Year 18.94% 17.58%
3 Year 14.3% 15.7%
5 Year - 15.26%

Risk Management

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Invesco India Financial Services Fund - Retail Growth
Standard Deviation 14.282% 14.56%
Sharp 0.49% 0.673%
Beta 0.925% 0.893%
Alpha 3.907% 6.317%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Invesco India Financial Services Fund - Retail Growth
Name Dhruv Muchhal Dhimant Kothari
Total AUM ₹520687 Cr ₹8118 Cr
Funds Managed 40 7
HDFC Banking and Financial Services Fund - Growth Option Invesco India Financial Services Fund - Retail Growth

Market Cap

Scheme Name

HDFC Banking and Financial Services Fund - Growth Option

Invesco India Financial Services Fund - Retail Growth

Others 2.73 4.15
Small Cap 20 16.91
Large Cap 63.5 58.67
Mid Cap 13.77 20.27

Sector Allocation

Scheme Name

HDFC Banking and Financial Services Fund - Growth Option

Invesco India Financial Services Fund - Retail Growth

Others 1.09 4.15
Financial Services 96.99 92.23
Technology 0.55 2.11
Healthcare 1.37 1.51

Top Comparisons

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

3Y Returns18.87%

VS

SBI US Specific Equity Active FoF - Regular Plan - Growth SBI US Specific Equity Active FoF - Regular Plan - Growth

3Y Returns16.62%

Compare Now

Nippon India Focused Equity Fund -Growth Plan -Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option

3Y Returns18.81%

VS

Tata Focused Equity Fund-Regular Plan-Growth Tata Focused Equity Fund-Regular Plan-Growth

3Y Returns19.14%

Compare Now

Tata Young Citizens Fund -Regular Plan-Growth Option Tata Young Citizens Fund -Regular Plan-Growth Option

3Y Returns18.14%

VS

Axis Children's Fund - Lock in - Growth Axis Children's Fund - Lock in - Growth

3Y Returns12.35%

Compare Now

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

3Y Returns21.7%

VS

Invesco India ELSS Tax Saver Fund - Growth Invesco India ELSS Tax Saver Fund - Growth

3Y Returns20.32%

Compare Now
Add to Cart Successfully