Aditya Birla Sun Life Banking and Financial Services Fund vs LIC MF Banking And Financial Services Fund compare

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Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth

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LIC MF Banking & Financial Services Fund Regular-Growth

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LIC MF Banking And Financial Services Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Fund	Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹3625 Cr	₹282 Cr	₹282 Cr
Min Investment	₹1000	₹5000	₹5000
Min SIP Invesment	₹100	₹1000	₹1000
Min Addl Investment	₹1000	₹500	₹500
Launch Date	14 Dec 2013	27 Mar 2015	27 Mar 2015
Category	Banking & Financial	Banking & Financial	Banking & Financial
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	Nifty Financial Services TRI	Nifty Financial Services TRI	Nifty Financial Services TRI
Turn Over	20%	%	46%
Expense Ratio	1.99	2.42	2.42
Manager	Dhaval Gala	Jaiprakash Toshniwal	Jaiprakash Toshniwal
ISIN Code	INF209K011W7	INF767K01NH2	INF767K01NH2
Exits Load	Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	LIC MF Banking & Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	LIC MF Banking & Financial Services Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth
1 Month	2.65%	3.99%	3.99%
6 Month	17.56%	18.54%	18.54%
1 Year	9.61%	6.05%	6.05%
3 Year	21.61%	18.82%	18.82%
5 Year	23.19%	19.96%	19.96%

SIP Return Analysis

Scheme Name	Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth
6 Month	10.29%	11.26%	11.26%
1 Year	22.1%	21.8%	21.8%
3 Year	17.84%	13.53%	13.53%
5 Year	17.26%	14.44%	14.44%

Rolling Lumpsum Returns

Scheme Name	Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth
1 Year	16.09%	10.54%	10.54%
3 Year	14.78%	8.71%	8.71%
5 Year	12.71%	7.68%	7.68%

Risk Management

Scheme Name	Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Standard Deviation	14.48%	15.29%	15.29%
Sharp	1.10%	0.93%	0.93%
Beta	0.92%	0.99%	0.99%
Alpha	5.28%	-1.32%	-1.32%

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Fund Managers

Scheme Name	Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Name	Dhaval Gala	Jaiprakash Toshniwal	Jaiprakash Toshniwal
Total AUM	₹23597 Cr	₹2153 Cr	₹2153 Cr
Funds Managed	7	3	3
	Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth