- 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
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹282 Cr | ₹282 Cr | ₹1605 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 | -2.08% | -2.08% | -3.73% |
| 6 Month | 13.47% | 13.47% | 10.72% |
| 1 Year | 5.07% | 5.07% | 4.79% |
| 3 Year | 14.29% | 14.29% | 20% |
| 5 Year | 18.95% | 18.95% | 23.53% |
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 | 8.59% | 8.59% | 4.56% |
| 1 Year | 19.16% | 19.16% | 12.83% |
| 3 Year | 13.29% | 13.29% | 17.7% |
| 5 Year | 14.31% | 14.31% | 18.47% |
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% | 13.94% |
| Sharp | 0.93% | 0.93% | 1.31% |
| Beta | 0.99% | 0.99% | 0.90% |
| Alpha | -1.32% | -1.32% | 7.91% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 4.24 | 4.24 | 10.48 |
| Mid Cap | 12.01 | 12.01 | 4.02 |
| Small Cap | 28.52 | 28.52 | 22.82 |
| Large Cap | 55.23 | 55.23 | 62.69 |
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 | 2.21 | 2.21 | 5.69 |
| Financial Services | 93.4 | 93.4 | 94.31 |
| Consumer Cyclical | 1.74 | 1.74 | - |
| Technology | 2.66 | 2.66 | - |
Top Comparisons
Nippon India Innovation Fund - Regular (G)
3Y Returns0%
Sundaram Services Fund Regular Plan - Growth
3Y Returns19.32%
Bajaj Finserv Arbitrage Fund Regular - Growth
3Y Returns0%
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns7.04%
ICICI Prudential Short Term Fund - Growth Option
3Y Returns7.92%
Canara Robeco Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.79%
Invesco India Financial Services Fund - Retail Growth
3Y Returns22.19%
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
3Y Returns17.47%
