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Invesco India Financial Services Fund vs Kotak Banking & Financial Services Fund compare
Kotak Banking & Financial Services Fund - Regular Plan - Growth
Invesco India Financial Services Fund - Retail Growth
Chart Comparison
Overview
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Fund | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1236 Cr | ₹1433 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Feb 2023 | 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 | 3.53% | 29% |
| Expense Ratio | 2.19 | 2.19 |
| Manager | Abhishek Bisen | Dhimant Kothari |
| ISIN Code | INF174KA1MA7 | INF205K01155 |
| Exits Load | Kotak Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% 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 | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Month | -2.82% | -1.54% |
| 6 Month | 14.31% | 16.55% |
| 1 Year | 11.18% | 13.86% |
| 3 Year | - | 20.59% |
| 5 Year | - | 22.91% |
SIP Return Analysis
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 6 Month | 2.59% | 5.13% |
| 1 Year | 10.39% | 14.14% |
| 3 Year | - | 20.2% |
| 5 Year | - | 18.79% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Year | 19.37% | 16.91% |
| 3 Year | - | 15.91% |
| 5 Year | - | 15.38% |
Risk Management
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Standard Deviation | - | 12.61% |
| Sharp | - | 1.15% |
| Beta | - | 0.81% |
| Alpha | - | 9.24% |
Fund Managers
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Name | Abhishek Bisen | Dhimant Kothari |
| Total AUM | ₹0 Cr | ₹8118 Cr |
| Funds Managed | 33 | 7 |
| Kotak Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
Market Cap
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 12.15 | 3.41 |
| Small Cap | 16.49 | 20.73 |
| Mid Cap | 9.5 | 18.27 |
| Large Cap | 61.87 | 57.59 |
Sector Allocation
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 1.39 | 0.93 |
| Financial Services | 98.61 | 96.06 |
| Healthcare | - | 1.1 |
| Technology | - | 1.9 |
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