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Kotak Banking & Financial Services Fund vs Invesco India 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) | ₹1323 Cr | ₹1516 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 | 1.58% | 2.61% |
| 6 Month | 6.32% | 6.8% |
| 1 Year | 8.79% | 9.54% |
| 3 Year | - | 19.9% |
| 5 Year | - | 18.33% |
SIP Return Analysis
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 6 Month | 5.03% | 5.89% |
| 1 Year | 20.85% | 24.89% |
| 3 Year | - | 20.77% |
| 5 Year | - | 19.05% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| 1 Year | 17.94% | 16.64% |
| 3 Year | - | 16.09% |
| 5 Year | - | 15.51% |
Risk Management
| Scheme Name | Kotak Banking & Financial Services Fund - Regular Plan - Growth | Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Standard Deviation | - | 14.87% |
| Sharp | - | 1.09% |
| Beta | - | 0.87% |
| Alpha | - | 5.97% |
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 | 13.55 | 0.82 |
| Small Cap | 17.8 | 21.92 |
| Large Cap | 59.67 | 53.51 |
| Mid Cap | 8.98 | 23.75 |
Sector Allocation
| Scheme Name |
Kotak Banking & Financial Services Fund - Regular Plan - Growth |
Invesco India Financial Services Fund - Retail Growth |
|---|---|---|
| Others | 2.07 | 0.82 |
| Financial Services | 96.09 | - |
| Technology | 1.84 | - |
| Capital Markets | - | 20.03 |
| Banks | - | 55 |
| Finance | - | 15.69 |
| Insurance | - | 6.07 |
| Financial Technology (Fintech) | - | 2.39 |
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