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) | ₹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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns8.47%
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns7.88%
Mirae Asset Equity Savings Fund- Regular Plan- Growth
3Y Returns11.22%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns11.36%
ICICI Prudential Bluechip Fund - Growth
3Y Returns19.33%
SBI Blue Chip Fund-Regular Plan Growth
3Y Returns15.8%
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns10.87%
DSP Equity Savings Fund - Regular Plan - Growth
3Y Returns10.64%