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