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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) | ₹7543 Cr | ₹285 Cr | ₹285 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 | ₹200 |
| 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 | 2.6% | 2.22% | 2.22% |
| 6 Month | 6.66% | 8.3% | 8.3% |
| 1 Year | 12.85% | 10.39% | 10.39% |
| 3 Year | 17.34% | 11.93% | 11.93% |
| 5 Year | 21.1% | 14.03% | 14.03% |
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 | 6.11% | 6.02% | 6.02% |
| 1 Year | 23.66% | 25.25% | 25.25% |
| 3 Year | 18.14% | 13.29% | 13.29% |
| 5 Year | 18.22% | 13.39% | 13.39% |
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 | 19.24% | 9.93% | 9.93% |
| 3 Year | 18.28% | 9.45% | 9.45% |
| 5 Year | 16.95% | 8.43% | 8.43% |
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 | 11.92% | 13.14% | 13.14% |
| Sharp | 0.87% | 0.45% | 0.45% |
| Beta | 0.91% | 0.99% | 0.99% |
| Alpha | 3.71% | -1.37% | -1.37% |
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 | 2.04 | 1.24 | 1.24 |
| Mid Cap | 24.75 | 13.72 | 13.72 |
| Large Cap | 64.51 | 60.05 | 60.05 |
| Small Cap | 8.7 | 24.98 | 24.98 |
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 | 2.04 | 1.24 | 1.24 |
| Finance | 16.64 | 30.66 | 30.66 |
| Banks | 62.64 | 59.51 | 59.51 |
| Financial Technology (Fintech) | 1.43 | 1.39 | 1.39 |
| Capital Markets | 7.66 | 7.13 | 7.13 |
| Insurance | 9.59 | 0.06 | 0.06 |
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