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LIC MF Banking And Financial Services Fund vs HDFC 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 ₹247 Cr ₹247 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 -0.64% -0.29% -0.29%
6 Month 7.89% 6.01% 6.01%
1 Year 15.24% 9.37% 9.37%
3 Year 21.09% 17.98% 17.98%
5 Year - 22.04% 22.04%

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 9.87% 9.63% 9.63%
1 Year 17.37% 13.19% 13.19%
3 Year 18.29% 12.7% 12.7%
5 Year - 14.07% 14.07%

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 18.94% 11.11% 11.11%
3 Year 14.3% 8.3% 8.3%
5 Year - 7.28% 7.28%

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% 0.58% 0.58%
Beta 0.925% 0.97% 0.97%
Alpha 3.907% -2.06% -2.06%

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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 5.49 5.49
Small Cap 20 25.75 25.75
Large Cap 63.5 59.01 59.01
Mid Cap 13.77 9.76 9.76

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 5.49 5.49
Financial Services 96.99 - -
Technology 0.55 - -
Healthcare 1.37 - -
Finance - 27.53 27.53
Capital Markets - 6.31 6.31
Banks - 59.6 59.6
Insurance - 1.08 1.08

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