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Invesco India Financial Services Fund vs Baroda BNP Paribas Banking and 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) | ₹1516 Cr | ₹339 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 | 2.61% | 2.11% |
| 6 Month | 6.8% | 5.4% |
| 1 Year | 9.54% | 10.2% |
| 3 Year | 19.9% | 15.94% |
| 5 Year | 18.33% | 15.28% |
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 | 5.89% | 5.05% |
| 1 Year | 24.89% | 20.82% |
| 3 Year | 20.77% | 17.87% |
| 5 Year | 19.05% | 16.02% |
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 | 16.64% | 12.19% |
| 3 Year | 16.09% | 12.52% |
| 5 Year | 15.51% | 11.88% |
Risk Management
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Standard Deviation | 12.61% | 12.63% |
| Sharp | 1.01% | 0.74% |
| Beta | 0.87% | 0.98% |
| Alpha | 6.36% | 2.14% |
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 | 0.82 | 2.53 |
| Small Cap | 21.92 | 9.03 |
| Large Cap | 53.51 | 69.08 |
| Mid Cap | 23.75 | 19.36 |
Sector Allocation
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Others | 0.82 | 2.53 |
| Capital Markets | 20.03 | 7.5 |
| Banks | 55 | 70.54 |
| Finance | 15.69 | 11.23 |
| Insurance | 6.07 | 5.16 |
| Financial Technology (Fintech) | 2.39 | 3.04 |
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