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LIC MF Banking And Financial Services Fund vs Nippon India Banking and Financial Services Fund compare
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
LIC MF Banking & Financial Services Fund Regular-Growth
LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Nippon India Banking and Financial Services Fund - Growth Plan - 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 | Average | Very High | Very High |
| Asset Size (Cr) | ₹6990 Cr | ₹267 Cr | ₹267 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 26 May 2003 | 27 Mar 2015 | 27 Mar 2015 |
| Category | Banking & Financial | Banking & Financial | Banking & Financial |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | Nifty Financial Services TRI | Nifty Financial Services TRI |
| Turn Over | 38% | % | 46% |
| Expense Ratio | 1.88 | 2.42 | 2.42 |
| Manager | Vinay Sharma | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
| ISIN Code | INF204K01927 | INF767K01NH2 | INF767K01NH2 |
| Exits Load | Nippon India Banking & 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 | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 0.92% | 1.27% | 1.27% |
| 6 Month | 16.67% | 18.09% | 18.09% |
| 1 Year | 5.62% | 3.03% | 3.03% |
| 3 Year | 16.55% | 10.98% | 10.98% |
| 5 Year | 25.06% | 17.95% | 17.95% |
SIP Return Analysis
| Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 0.85% | 1.69% | 1.69% |
| 1 Year | 12.86% | 13.45% | 13.45% |
| 3 Year | 15.85% | 10.16% | 10.16% |
| 5 Year | 17.51% | 11.88% | 11.88% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 20.81% | 10.21% | 10.21% |
| 3 Year | 18.73% | 9.02% | 9.02% |
| 5 Year | 17.32% | 7.94% | 7.94% |
Risk Management
| Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 12.10% | 15.29% | 15.29% |
| Sharp | 0.78% | 0.42% | 0.42% |
| Beta | 0.83% | 0.94% | 0.94% |
| Alpha | 6.35% | -1.81% | -1.81% |
Fund Managers
| Scheme Name | Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Vinay Sharma | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
| Total AUM | ₹14183 Cr | ₹2153 Cr | ₹2153 Cr |
| Funds Managed | 3 | 3 | 3 |
| Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option | LIC MF Banking & Financial Services Fund Regular-Growth | LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
LIC MF Banking & Financial Services Fund Regular-Growth |
LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 4.51 | 7.03 | 7.03 |
| Small Cap | 12.8 | 27.5 | 27.5 |
| Mid Cap | 17.81 | 12.49 | 12.49 |
| Large Cap | 64.88 | 52.98 | 52.98 |
Sector Allocation
| Scheme Name |
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option |
LIC MF Banking & Financial Services Fund Regular-Growth |
LIC MF Banking And Financial Services Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 1.45 | 4.76 | 4.76 |
| Financial Services | 95.68 | 90.81 | 90.81 |
| Technology | 2.86 | 2.61 | 2.61 |
| Consumer Cyclical | - | 1.81 | 1.81 |
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