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	-3.28%	-2.08%	-2.08%
6 Month	13.3%	13.47%	13.47%
1 Year	7.04%	5.07%	5.07%
3 Year	17.34%	14.29%	14.29%
5 Year	21.98%	18.95%	18.95%

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	5.73%	8.59%	8.59%
1 Year	15.73%	19.16%	19.16%
3 Year	16.64%	13.29%	13.29%
5 Year	16.55%	14.31%	14.31%

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	15.79%	10.21%	10.21%
3 Year	14.93%	9.02%	9.02%
5 Year	12.88%	7.94%	7.94%

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