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

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SBI Banking & Financial Services Fund - Regular Plan - Growth

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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	SBI Banking & Financial Services Fund - Regular Plan - Growth	Invesco India Financial Services Fund - Retail Growth
Fund	SBI 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)	₹8538 Cr	₹1456 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	26 Feb 2015	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	84%	29%
Expense Ratio	1.81	2.19
Manager	Pradeep Kesavan	Dhimant Kothari
ISIN Code	INF200KA1473	INF205K01155
Exits Load	SBI 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

Scheme Name	SBI Banking & Financial Services Fund - Regular Plan - Growth	Invesco India Financial Services Fund - Retail Growth
1 Month	-2.65%	-2.4%
6 Month	14.52%	16%
1 Year	12.79%	11.17%
3 Year	19.82%	22.47%
5 Year	22.38%	23.07%

Scheme Name	SBI Banking & Financial Services Fund - Regular Plan - Growth	Invesco India Financial Services Fund - Retail Growth
6 Month	7.41%	8.26%
1 Year	21%	18.97%
3 Year	22.06%	22.63%
5 Year	19.23%	20.35%

Scheme Name	SBI Banking & Financial Services Fund - Regular Plan - Growth	Invesco India Financial Services Fund - Retail Growth
1 Year	17.32%	17.1%
3 Year	15.07%	15.79%
5 Year	13.5%	15.31%

Scheme Name	SBI Banking & Financial Services Fund - Regular Plan - Growth	Invesco India Financial Services Fund - Retail Growth
Standard Deviation	12.89%	13.95%
Sharp	1.33%	1.43%
Beta	0.82%	0.85%
Alpha	7.64%	10.11%

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Scheme Name	SBI Banking & Financial Services Fund - Regular Plan - Growth	Invesco India Financial Services Fund - Retail Growth
Name	Pradeep Kesavan	Dhimant Kothari
Total AUM	₹434274 Cr	₹8118 Cr
Funds Managed	43	7
	SBI Banking & Financial Services Fund - Regular Plan - Growth	Invesco India Financial Services Fund - Retail Growth