LIC MF Banking And Financial Services Fund vs Sundaram Financial Services Opportunities Fund Regular Plan compare

Link copied to clipboard!

LIC MF Banking & Financial Services Fund Regular-Growth

Invest Now

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

Invest Now

Sundaram Financial Services Opportunities Fund Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Fund	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹293 Cr	₹293 Cr	₹1666 Cr
Min Investment	₹5000	₹5000	₹100
Min SIP Invesment	₹200	₹200	₹100
Min Addl Investment	₹500	₹500	₹100
Launch Date	27 Mar 2015	27 Mar 2015	10 Jun 2008
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	%	46%	58%
Expense Ratio	2.42	2.42	2.14
Manager	Jaiprakash Toshniwal	Jaiprakash Toshniwal	Rohit Seksaria
ISIN Code	INF767K01NH2	INF767K01NH2	INF903J01629
Exits Load	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	Sundaram Financial Services Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Month	-2.55%	-2.55%	-2.24%
6 Month	4.76%	4.76%	2.44%
1 Year	9.97%	9.97%	8.86%
3 Year	11.13%	11.13%	16.56%
5 Year	12.84%	12.84%	16.74%

Scheme Name	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
6 Month	4.64%	4.64%	5.01%
1 Year	24.19%	24.19%	19.85%
3 Year	13.12%	13.12%	15.94%
5 Year	13.21%	13.21%	16.76%

Scheme Name	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
1 Year	9.93%	9.93%	14.58%
3 Year	9.45%	9.45%	14.38%
5 Year	8.43%	8.43%	13.56%

Scheme Name	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Standard Deviation	15.29%	15.29%	14.56%
Sharp	0.52%	0.52%	0.9%
Beta	0.99%	0.99%	0.97%
Alpha	-1.63%	-1.63%	3.4%

Scheme Name	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth
Name	Jaiprakash Toshniwal	Jaiprakash Toshniwal	Rohit Seksaria
Total AUM	₹2153 Cr	₹2153 Cr	₹0 Cr
Funds Managed	3	3	15
	LIC MF Banking & Financial Services Fund Regular-Growth	LIC MF Banking And Financial Services Fund-Regular Plan-Growth	Sundaram Financial Services Opportunities Fund Regular Plan - Growth