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Invesco India Financial Services Fund vs HDFC Banking and Financial Services Fund compare

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tortoise-icon HDFC Banking and Financial Services Fund - Growth Option

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tortoise-icon Invesco India Financial Services Fund - Retail Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Invesco India Financial Services Fund - Retail Growth
Fund HDFC Banking and Financial Services Fund - Growth Option Invesco India Financial Services Fund - Retail Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3650 Cr ₹1126 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 30 Jun 2021 14 Jul 2008
Category Banking & Financial Banking & Financial
Fund Type Open Ended Open Ended
Benchmark NIFTY Financial Services TRI Nifty Financial Services TRI
Turn Over 26.23% 29%
Expense Ratio 1.9 2.19
Manager Dhruv Muchhal Dhimant Kothari
ISIN Code INF179KC1BJ4 INF205K01155
Exits Load HDFC Banking and Financial Services Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Invesco India Financial Services Fund - Retail Growth
1 Month 1.83% 2.27%
6 Month 8.54% 5.95%
1 Year 14.57% 15.54%
3 Year 21.13% 24.02%
5 Year - 26.56%

SIP Return Analysis

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Invesco India Financial Services Fund - Retail Growth
6 Month 9.87% 8.21%
1 Year 17.37% 15.25%
3 Year 18.29% 22.53%
5 Year - 20.17%

Rolling Lumpsum Returns

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Invesco India Financial Services Fund - Retail Growth
1 Year 18.94% 17.58%
3 Year 14.3% 15.7%
5 Year - 15.26%

Risk Management

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Invesco India Financial Services Fund - Retail Growth
Standard Deviation 14.282% 14.56%
Sharp 0.49% 0.673%
Beta 0.925% 0.893%
Alpha 3.907% 6.317%

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Fund Managers

Scheme Name HDFC Banking and Financial Services Fund - Growth Option Invesco India Financial Services Fund - Retail Growth
Name Dhruv Muchhal Dhimant Kothari
Total AUM ₹520687 Cr ₹8118 Cr
Funds Managed 40 7
HDFC Banking and Financial Services Fund - Growth Option Invesco India Financial Services Fund - Retail Growth

Market Cap

Scheme Name

HDFC Banking and Financial Services Fund - Growth Option

Invesco India Financial Services Fund - Retail Growth

Others 2.73 4.15
Small Cap 20 16.91
Large Cap 63.5 58.67
Mid Cap 13.77 20.27

Sector Allocation

Scheme Name

HDFC Banking and Financial Services Fund - Growth Option

Invesco India Financial Services Fund - Retail Growth

Others 1.09 4.15
Financial Services 96.99 92.23
Technology 0.55 2.11
Healthcare 1.37 1.51

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