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Invesco India Financial Services Fund vs Kotak Banking & Financial Services Fund compare

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tortoise-icon Kotak Banking & Financial Services Fund - Regular Plan - Growth

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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 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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