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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 | Very High | Very High |
| Asset Size (Cr) | ₹267 Cr | ₹267 Cr | ₹1460 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 | 0.91% | 0.91% | 0.65% |
| 6 Month | 17.67% | 17.67% | 12.26% |
| 1 Year | 2.8% | 2.8% | -0.45% |
| 3 Year | 10.55% | 10.55% | 16.08% |
| 5 Year | 18% | 18% | 22.15% |
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 | 1.69% | 1.69% | -1.6% |
| 1 Year | 13.45% | 13.45% | 6.26% |
| 3 Year | 10.16% | 10.16% | 13.38% |
| 5 Year | 11.88% | 11.88% | 15.49% |
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 | 10.21% | 10.21% | 15.12% |
| 3 Year | 9.02% | 9.02% | 13.93% |
| 5 Year | 7.94% | 7.94% | 13.41% |
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% | 13.28% |
| Sharp | 0.42% | 0.42% | 0.69% |
| Beta | 0.94% | 0.94% | 0.91% |
| Alpha | -1.81% | -1.81% | 5.82% |
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 |
| 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 |
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 | 7.03 | 7.03 | 10.12 |
| Small Cap | 27.5 | 27.5 | 22.23 |
| Mid Cap | 12.49 | 12.49 | 3.87 |
| Large Cap | 52.98 | 52.98 | 63.77 |
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 | 4.76 | 4.76 | 4.96 |
| Financial Services | 90.81 | 90.81 | 95.04 |
| Consumer Cyclical | 1.81 | 1.81 | - |
| Technology | 2.61 | 2.61 | - |
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