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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) | ₹1422 Cr | ₹305 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 | 3.4% | 3.19% |
| 6 Month | 9.69% | 6.54% |
| 1 Year | 10.82% | 11.85% |
| 3 Year | 21.97% | 17.66% |
| 5 Year | 22.1% | 19.66% |
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 | 3.45% | 3.11% |
| 1 Year | 19.32% | 17.69% |
| 3 Year | 20.52% | 17.81% |
| 5 Year | 18.89% | 16.06% |
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 | 16.75% | 12.31% |
| 3 Year | 15.94% | 12.34% |
| 5 Year | 15.43% | 11.8% |
Risk Management
| Scheme Name | Invesco India Financial Services Fund - Retail Growth | Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Standard Deviation | 12.65% | 15.28% |
| Sharp | 1.03% | 0.82% |
| Beta | 0.81% | 0.96% |
| Alpha | 8.63% | 1.22% |
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 | 3.89 | 8.44 |
| Small Cap | 23.93 | 8.52 |
| Large Cap | 54.26 | 69.26 |
| Mid Cap | 17.92 | 13.78 |
Sector Allocation
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Others | 1.45 | 5 |
| Financial Services | 95.54 | 93.23 |
| Healthcare | 1.08 | - |
| Technology | 1.93 | 1.77 |
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