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

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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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tortoise-icon Sundaram Financial Services Opportunities 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 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 Risk Very High Risk Very High Risk
Asset Size (Cr) ₹247 Cr ₹247 Cr ₹1386 Cr
Min Investment ₹5000 ₹5000 ₹100
Min SIP Invesment ₹1000 ₹1000 ₹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

Trailing Lumpsum Returns

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 1.16% 1.16% 1.97%
6 Month -4.84% -4.84% -3.37%
1 Year -0.29% -0.29% 5.82%
3 Year 8.94% 8.94% 15.14%
5 Year 8.36% 8.36% 13.57%

SIP Return Analysis

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 - - -
1 Year -5.15% -5.15% 0.4%
3 Year 8.55% 8.55% 17.26%
5 Year 11.86% 11.86% 18.54%

Rolling Lumpsum Returns

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 11.11% 11.11% 15.9%
3 Year 8.3% 8.3% 13.42%
5 Year 7.28% 7.28% 13.25%

Risk Management

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 0.24% 0.24% 0.9%
Beta 0.98% 0.98% 0.9%
Alpha -0.63% -0.63% 6.92%

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Fund Managers

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
Fund Manage 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

Market Cap

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

Others 1.99 1.99 4.32
Mid Cap 7.16 7.16 6.8
Large Cap 59.97 59.97 61.19
Small Cap 30.89 30.89 27.27

Sector Allocation

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

Others 1.99 1.99 4.32
Finance 29.36 29.36 22.74
Banks 59.59 59.59 63.87
Capital Markets 7.96 7.96 5.31
Insurance 1.11 1.11 2.23
Financial Technology (Fintech) - - 1.11

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