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HDFC Banking and Financial Services Fund vs LIC MF Banking And Financial Services Fund compare

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tortoise-icon HDFC Banking and Financial Services Fund - Growth Option

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tortoise-icon LIC MF Banking & Financial Services Fund Regular-Growth

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tortoise-icon 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 HDFC Banking and Financial Services Fund - Growth Option LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Fund HDFC Banking and Financial Services Fund - Growth Option 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) ₹3650 Cr ₹273 Cr ₹273 Cr
Min Investment ₹100 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹100 ₹500 ₹500
Launch Date 30 Jun 2021 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 26.23% % 46%
Expense Ratio 1.9 2.42 2.42
Manager Dhruv Muchhal Jaiprakash Toshniwal Jaiprakash Toshniwal
ISIN Code INF179KC1BJ4 INF767K01NH2 INF767K01NH2
Exits Load HDFC Banking and Financial Services Fund - 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 HDFC Banking and Financial Services Fund - Growth Option LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
1 Month 2.97% 3.04% 3.04%
6 Month 10.22% 9.09% 9.09%
1 Year 9.96% 3.13% 3.13%
3 Year 24.18% 20.54% 20.54%
5 Year - 19.15% 19.15%

SIP Return Analysis

Scheme Name HDFC Banking and Financial Services Fund - Growth Option LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
6 Month 9.91% 9.75% 9.75%
1 Year 18.7% 15.31% 15.31%
3 Year 18.31% 12.64% 12.64%
5 Year - 14.14% 14.14%

Rolling Lumpsum Returns

Scheme Name HDFC Banking and Financial Services Fund - Growth Option LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
1 Year 17.14% 10.54% 10.54%
3 Year 14.76% 8.71% 8.71%
5 Year - 7.68% 7.68%

Risk Management

Scheme Name HDFC Banking and Financial Services Fund - Growth Option LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Standard Deviation 14.282% 15.29% 15.29%
Sharp 0.49% 0.73% 0.73%
Beta 0.925% 0.96% 0.96%
Alpha 3.907% -0.48% -0.48%

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Fund Managers

Scheme Name HDFC Banking and Financial Services Fund - Growth Option LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Name Dhruv Muchhal Jaiprakash Toshniwal Jaiprakash Toshniwal
Total AUM ₹520687 Cr ₹2153 Cr ₹2153 Cr
Funds Managed 40 3 3
HDFC Banking and Financial Services Fund - Growth Option LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth

Market Cap

Scheme Name

HDFC Banking and Financial Services Fund - Growth Option

LIC MF Banking & Financial Services Fund Regular-Growth

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

Others 2.73 2.48 2.48
Small Cap 20 27.15 27.15
Large Cap 63.5 60.69 60.69
Mid Cap 13.77 9.65 9.65

Sector Allocation

Scheme Name

HDFC Banking and Financial Services Fund - Growth Option

LIC MF Banking & Financial Services Fund Regular-Growth

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

Others 1.09 2.48 2.48
Financial Services 96.99 - -
Technology 0.55 - -
Healthcare 1.37 - -
Finance - 28.7 28.7
Capital Markets - 6.45 6.45
Banks - 61.22 61.22
Insurance - 1.12 1.12

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