- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
LIC MF Banking And Financial Services Fund vs SBI Banking & Financial Services Fund compare
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
Chart Comparison
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 | 3.49% | 3.21% | 3.21% |
| 6 Month | 4.59% | 2.94% | 2.94% |
| 1 Year | 17.03% | 5.91% | 5.91% |
| 3 Year | 23.9% | 19.35% | 19.35% |
| 5 Year | 24.09% | 19.72% | 19.72% |
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 | 10.94% | 11.48% | 11.48% |
| 1 Year | 21.69% | 16.54% | 16.54% |
| 3 Year | 21.76% | 12.5% | 12.5% |
| 5 Year | 19.1% | 13.92% | 13.92% |
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 | 17.32% | 10.54% | 10.54% |
| 3 Year | 15.07% | 8.71% | 8.71% |
| 5 Year | 13.5% | 7.68% | 7.68% |
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% | 0.73% | 0.73% |
| Beta | 0.84% | 0.96% | 0.96% |
| Alpha | 5.666% | -0.48% | -0.48% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 2.48 | 2.48 |
| Mid Cap | 16.45 | 9.65 | 9.65 |
| Small Cap | 14.09 | 27.15 | 27.15 |
| Large Cap | 55.18 | 60.69 | 60.69 |
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 | 2.48 | 2.48 |
| Financial Services | 85.72 | - | - |
| Finance | - | 28.7 | 28.7 |
| Capital Markets | - | 6.45 | 6.45 |
| Banks | - | 61.22 | 61.22 |
| Insurance | - | 1.12 | 1.12 |
Top Comparisons
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns22.25%
Tata Silver Exchange Traded Fund
3Y Returns0%
ITI Dynamic Bond Fund Regular - Growth
3Y Returns7%
Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth
3Y Returns7.32%
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns10.84%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns12.24%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns33.43%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns25.92%
