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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) | ₹7778 Cr | ₹279 Cr | ₹279 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 | -2.51% | -2.23% | -2.23% |
| 6 Month | 0.07% | 0.12% | 0.12% |
| 1 Year | 18.56% | 19.97% | 19.97% |
| 3 Year | 16.15% | 11.43% | 11.43% |
| 5 Year | 19.06% | 12.7% | 12.7% |
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 | 0.28% | 0.67% | 0.67% |
| 1 Year | 7.39% | 10.65% | 10.65% |
| 3 Year | 14.27% | 10.49% | 10.49% |
| 5 Year | 16.04% | 11.87% | 11.87% |
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 | 19.15% | 10.04% | 10.04% |
| 3 Year | 18.24% | 9.54% | 9.54% |
| 5 Year | 17.04% | 8.6% | 8.6% |
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 | 11.96% | 13.16% | 13.16% |
| Sharp | 0.85% | 0.44% | 0.44% |
| Beta | 0.92% | 1.00% | 1.00% |
| Alpha | 3.01% | -1.87% | -1.87% |
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 | 9.23 | 7.51 | 7.51 |
| Mid Cap | 19.77 | 14.11 | 14.11 |
| Large Cap | 60.72 | 57.18 | 57.18 |
| Small Cap | 10.28 | 21.2 | 21.2 |
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 | 1.55 | 1.19 | 1.19 |
| Financial Services | 95.79 | 94.42 | 94.42 |
| Technology | 2.66 | 2.51 | 2.51 |
| Consumer Cyclical | - | 1.88 | 1.88 |
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