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 | 5.03% | 3.85% |
6 Month | 1.13% | 4.42% |
1 Year | 12.16% | 14.11% |
3 Year | 20.64% | 18.49% |
5 Year | 22.65% | 20.22% |
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 | 6.02% | 7.8% |
1 Year | 10.49% | 16.09% |
3 Year | 21.76% | 19.63% |
5 Year | 20.01% | 17.87% |
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% | 0.63% |
Beta | 0.893% | 0.94% |
Alpha | 6.317% | 2.08% |
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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 | 7.19 |
Small Cap | 16.91 | 8.2 |
Mid Cap | 20.27 | 10.45 |
Large Cap | 58.67 | 74.16 |
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 | 5.94 |
Financial Services | 92.23 | 93.23 |
Healthcare | 1.51 | - |
Technology | 2.11 | 0.83 |
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