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

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HDFC Banking and Financial Services Fund - Growth Option

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Invesco India Financial Services Fund - Retail Growth

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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)	₹4128 Cr	₹1372 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

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	Invesco India Financial Services Fund - Retail Growth
1 Month	4.04%	3.85%
6 Month	11.58%	9.55%
1 Year	9.81%	14.25%
3 Year	23.26%	27.45%
5 Year	-	23.59%

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	Invesco India Financial Services Fund - Retail Growth
6 Month	13.29%	14.52%
1 Year	26.01%	26.86%
3 Year	20.54%	25.39%
5 Year	-	21.83%

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	Invesco India Financial Services Fund - Retail Growth
1 Year	17.14%	17.1%
3 Year	14.76%	15.79%
5 Year	-	15.31%

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	Invesco India Financial Services Fund - Retail Growth
Standard Deviation	14.34%	14.79%
Sharp	0.92%	1.08%
Beta	0.90%	0.88%
Alpha	5.01%	7.99%

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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