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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) | ₹1433 Cr | ₹297 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 | -1.54% | -1.98% |
| 6 Month | 16.55% | 13.33% |
| 1 Year | 13.86% | 15.71% |
| 3 Year | 20.59% | 16.12% |
| 5 Year | 22.91% | 20.33% |
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 | 6.42% | 4.1% |
| 1 Year | 13.78% | 12.64% |
| 3 Year | 19.8% | 16.53% |
| 5 Year | 18.51% | 15.48% |
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 | 16.91% | 12.37% |
| 3 Year | 15.91% | 12.22% |
| 5 Year | 15.38% | 11.7% |
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% | 15.28% |
| Sharp | 1.15% | 0.93% |
| Beta | 0.81% | 0.95% |
| Alpha | 9.24% | 1.67% |
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 | 3.41 | 8.06 |
| Small Cap | 20.73 | 10.12 |
| Large Cap | 57.59 | 69.13 |
| Mid Cap | 18.27 | 12.69 |
Sector Allocation
| Scheme Name |
Invesco India Financial Services Fund - Retail Growth |
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option |
|---|---|---|
| Others | 0.93 | 3.81 |
| Financial Services | 96.06 | 94.79 |
| Healthcare | 1.1 | - |
| Technology | 1.9 | 1.4 |
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