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

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LIC MF Banking & Financial Services Fund Regular-Growth

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

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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	Very High	Very High
Asset Size (Cr)	₹271 Cr	₹271 Cr	₹1514 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

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	4.31%	4.31%	4.38%
6 Month	9.79%	9.79%	4.25%
1 Year	11.57%	11.57%	8.29%
3 Year	12.04%	12.04%	18.14%
5 Year	18%	18%	22.34%

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	0.46%	0.46%	-0.63%
1 Year	12.66%	12.66%	7.58%
3 Year	9.34%	9.34%	12.35%
5 Year	11.24%	11.24%	14.82%

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%	14.82%
3 Year	9.27%	9.27%	14.08%
5 Year	8.17%	8.17%	13.47%

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%	13.03%
Sharp	0.5%	0.5%	0.85%
Beta	0.97%	0.97%	0.96%
Alpha	-2.6%	-2.6%	3.48%

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