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LIC MF Banking And Financial Services Fund vs SBI Banking & Financial Services Fund compare

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tortoise-icon SBI Banking & Financial Services Fund - Regular Plan - Growth

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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 SBI Banking & Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Fund SBI Banking & Financial Services Fund - Regular Plan - Growth 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) ₹6556 Cr ₹247 Cr ₹247 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500 ₹500
Launch Date 26 Feb 2015 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 84% % 46%
Expense Ratio 1.81 2.42 2.42
Manager Pradeep Kesavan Jaiprakash Toshniwal Jaiprakash Toshniwal
ISIN Code INF200KA1473 INF767K01NH2 INF767K01NH2
Exits Load SBI Banking & Financial Services Fund - Regular Plan - Growth charges 0.5% 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 SBI Banking & Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
1 Month 5.66% 5.7% 5.7%
6 Month 2.91% -0.18% -0.18%
1 Year 16.72% 6.2% 6.2%
3 Year 20.42% 14.31% 14.31%
5 Year 23.92% 18.47% 18.47%

SIP Return Analysis

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
6 Month 5.1% 3.95% 3.95%
1 Year 10.96% 2.06% 2.06%
3 Year 18.81% 8.9% 8.9%
5 Year 17.42% 11.8% 11.8%

Rolling Lumpsum Returns

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
1 Year 17.48% 11.11% 11.11%
3 Year 14.93% 8.3% 8.3%
5 Year 13.34% 7.28% 7.28%

Risk Management

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Standard Deviation 13.062% 15.29% 15.29%
Sharp 0.684% 0.58% 0.58%
Beta 0.84% 0.97% 0.97%
Alpha 5.666% -2.06% -2.06%

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Fund Managers

Scheme Name SBI Banking & Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth
Name Pradeep Kesavan Jaiprakash Toshniwal Jaiprakash Toshniwal
Total AUM ₹434274 Cr ₹2153 Cr ₹2153 Cr
Funds Managed 43 3 3
SBI Banking & Financial Services Fund - Regular Plan - Growth LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth

Market Cap

Scheme Name

SBI Banking & Financial Services Fund - Regular Plan - Growth

LIC MF Banking & Financial Services Fund Regular-Growth

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

Others 14.28 5.49 5.49
Mid Cap 16.45 9.76 9.76
Small Cap 14.09 25.75 25.75
Large Cap 55.18 59.01 59.01

Sector Allocation

Scheme Name

SBI Banking & Financial Services Fund - Regular Plan - Growth

LIC MF Banking & Financial Services Fund Regular-Growth

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

Others 14.28 5.49 5.49
Financial Services 85.72 - -
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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