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Invesco India Financial Services Fund vs Baroda BNP Paribas Banking and Financial Services Fund compare

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tortoise-icon Invesco India Financial Services Fund - Retail Growth

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tortoise-icon Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

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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 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) ₹1126 Cr ₹214 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 2.42
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 5.86% 5.37%
6 Month -1.03% 3.2%
1 Year 13.33% 16.45%
3 Year 21.99% 19.72%
5 Year 24.15% 21.85%

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 3.54% 5.33%
1 Year 5.9% 12.11%
3 Year 18.94% 17.17%
5 Year 18.07% 16.09%

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 17.58% 11.92%
3 Year 15.7% 11.91%
5 Year 15.26% 11.57%

Risk Management

Scheme Name Invesco India Financial Services Fund - Retail Growth Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
Standard Deviation 14.56% 15.28%
Sharp 0.673% 0.82%
Beta 0.893% 0.95%
Alpha 6.317% 1.3%

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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 4.15 2.14
Small Cap 16.91 8.85
Mid Cap 20.27 9.79
Large Cap 58.67 79.22

Sector Allocation

Scheme Name

Invesco India Financial Services Fund - Retail Growth

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

Others 4.15 2.14
Financial Services 92.23 -
Healthcare 1.51 -
Technology 2.11 -
Capital Markets - 7.07
Finance - 16.61
Banks - 67.94
Insurance - 4.83
Financial Technology (Fintech) - 1.41

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