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

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HDFC Banking and Financial Services Fund - Growth Option

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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

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	Invesco India Financial Services Fund - Retail Growth
1 Month	2.81%	4.27%
6 Month	5.08%	1.72%
1 Year	12.41%	16.45%
3 Year	23.11%	27.03%
5 Year	-	24.61%

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	Invesco India Financial Services Fund - Retail Growth
6 Month	11.57%	11.79%
1 Year	19.91%	19.63%
3 Year	18.03%	22.8%
5 Year	-	20.38%

Scheme Name	HDFC Banking and Financial Services Fund - Growth Option	Invesco India Financial Services Fund - Retail Growth
1 Year	17.14%	17.1%
3 Year	14.76%	15.79%
5 Year	-	15.31%

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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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